Why is This a Great Opportunity?
Join our client, a law firm with a highly regarded Trusts & Estates practice where you’ll work on sophisticated estate planning, wealth transfer, tax, and business succession matters for high-net-worth individuals and business owners. This is an excellent opportunity to deepen your technical expertise, work alongside experienced practitioners, and continue building a long-term Trusts & Estates practice within a collaborative, growth-oriented environment.
Job Description:
• Advise individuals, families, business owners, and charitable organizations on estate planning and wealth preservation strategies.
• Draft and implement wills, revocable and irrevocable trusts, powers of attorney, and other sophisticated estate planning documents.
• Counsel clients on estate, gift, and generation-skipping transfer (GST) tax planning.
• Develop and execute advanced wealth transfer strategies, including GRATs, irrevocable trusts, charitable planning, and other tax-efficient planning techniques.
• Partner with business owners on succession planning and ownership transition strategies.
• Handle trust and estate administration matters, including probate and fiduciary guidance.
• Research and analyze complex federal tax and state law issues to develop practical client solutions.
• Collaborate with attorneys across practice groups to provide comprehensive planning for high-net-worth individuals, families, and closely held businesses.
Qualifications:
• Experience with estate planning, trust administration, and wealth transfer strategies.
• Knowledge of federal transfer tax matters, including estate, gift, and generation-skipping transfer (GST) tax.
• Experience drafting estate planning documents, including revocable and irrevocable trusts, wills, and powers of attorney.
• Exposure to advanced planning techniques such as GRATs, defective grantor trusts, installment sales to grantor trusts, charitable remainder trusts, and related wealth preservation strategies.
• Experience with business succession planning and/or premarital and marital agreements is a plus.
• Strong analytical, research, drafting, and client counseling skills with the ability to communicate complex legal concepts effectively.
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