Private Client Services Associate Attorney
Core
Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners.
Role type
Associate Attorney (Trusts & Estates/Private Client)
Builds
Bespoke wealth structuring and estate administration solutions for ultra-high-net-worth clients
Domain
Law / Estate Planning & Wealth Management
Required skills
Estate planning, trust drafting, estate administration, probate proceedings, fiduciary accounting, asset valuations, federal estate and gift tax returns, corporate succession planning, tax-efficient ownership transfer strategies
Preferred skills
LL.M. in Taxation or Estate Planning, advising family offices and private foundations, advanced federal transfer tax compliance, cultivating relationships with high-net-worth clients and financial advisors
Technologies
Revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax structures, charitable entities
Responsibilities
Drafting sophisticated estate planning documentation, directing complex estate and trust administration processes, serving as primary legal advisor to private clients and fiduciaries, advising business owners on governance and succession
Seniority
Associate, 3-5 years experience