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Job Description
A leading wealth management organization partnering with high-net-worth clients is looking to add a Trust & Estate Attorney to their team. The Trust & Estate Attorney will work directly with ultra-high-net-worth clients and will be influential in guiding client legacy planning and philanthropic impact at a high level.
This is a unique opportunity to advise sophisticated clients on estate and trust planning while also guiding philanthropic initiatives that make a real impact!
Responsibilities:
- Advise clients on estate and trust planning, including creating, administering, and modifying trusts and estates.
- Develop tax-efficient wealth transfer strategies aligned with client goals.
- Guide clients on philanthropic planning, including donor-advised funds, private foundations, and other charitable vehicles.
- Collaborate with other advisors within the family office to deliver integrated wealth solutions.
- Stay up-to-date on legal and regulatory developments in estate planning, trusts, taxation, and philanthropy.
- Build strong relationships with high-net-worth clients, providing strategic and practical legal counsel.
Qualifications:
- JD from an accredited law school
- 5+ years of experience in estate planning, trust law, and/or philanthropic advisory for high-net-worth clients.
- Strong understanding of tax law as it relates to estates, trusts, and charitable giving.
- Experience advising on donor-advised funds, private foundations, and other charitable vehicles.
- Excellent communication skills and the ability to explain complex legal concepts clearly.
- High level of professionalism, discretion, and ethical standards.
- $190,000 - $230,000
