Private Wealth Services Counsel Attorney

Role Overview

Join a leading Am Law firm as a Private Wealth Services Counsel Attorney in the Tax & Employee Benefits Practice. Advise high-net-worth individuals, families, and businesses on estate and wealth transfer planning.

What You Will Do

Design and implement estate planning strategies, counsel clients on trust and estate administration, and draft wills, trusts, and other estate planning instruments.

Why It Might Be a Fit

Ideal for an attorney with 10+ years of trusts and estates experience who enjoys building long-term client relationships and serving as a trusted advisor on complex wealth planning strategies.

Requirements

• J.D. from an ABA-accredited law school
• 10+ years of experience in trusts and estates or private wealth planning at a law firm
• Significant experience with sophisticated estate planning, transfer tax planning, trust and estate administration, and fiduciary counseling
• Strong understanding of estate tax, gift tax, and generation-skipping transfer (GST) tax issues
• Excellent drafting, analytical, communication, and client relationship management skills

Benefits

• Competitive compensation commensurate with experience
• Performance-based bonus opportunities
• Comprehensive benefits package including medical, dental, vision, retirement benefits, paid time off, and firm-sponsored wellness programs

Originally posted on Himalayas