Senior Trusts & Estates Attorney (Of Counsel)
Lead estate planning for ultra high net worth individuals. Hybrid, flexible setting. Deep tax expertise required. Collaborate with elite wealth management teams.
Повседневные обязанности
This role for a Senior Trusts & Estates Attorney (Of Counsel) focuses on creating and implementing advanced estate planning for clients with significant wealth. Regular tasks include advising on complex tax strategies, fiduciary compliance, and administering trusts and estates.
Candidates are expected to bring at least eight years of relevant experience and handle matters involving estate, gift, and generation-skipping transfer tax issues. You’ll also coordinate with family offices and investment advisors to ensure client objectives are met.
Expertise in grantor retained annuity trusts, spousal lifetime access trusts, defective grantor trusts, and other sophisticated tools is crucial. You’ll also be responsible for advising on business succession planning and post-mortem tax strategies.
The job expects mastery in client communications and high emotional intelligence to sensitively manage multigenerational relationships and legacy wealth transitions.
Active bar membership, preferably in states like FL, NY, CA, TX, IL, or DC, and an LL.M. in Taxation or Estate Planning are highly desirable for the role.
Плюсы позиции
This position offers a hybrid work model, giving you flexibility to balance office and remote working hours, which is a major advantage in client-service roles.
You’ll join a highly specialized, private wealth team with deep expertise, allowing for significant professional growth and exposure to complex planning strategies for elite clients.
Минусы позиции
This job demands advanced technical knowledge and significant experience. It may not be suitable for those earlier in their legal careers or lacking private wealth exposure.
The focus on ultra high net worth individuals means the stakes are high, and the work may involve significant pressure and complex situations.
Вердикт
For an experienced attorney seeking to specialize further in private wealth management, this opportunity provides challenging work, career advancement, and premium clients.
If you possess the technical skills, discretion, and interpersonal abilities necessary, this position represents a strong next step in the trusts and estates practice area.
