Estate Planning Attorney

Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.

Responsibilities:

• Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
• Review and summarize trust and key estate planning documents.
• Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
• Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
• Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
• Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
• Advise clients on gifting strategies and rules.
• Stay updated on changes in estate planning laws and regulations.
• Implement and manage estate planning software to assist in estate planning.

Qualifications:

• 5-10 years of experience in estate planning, trust administration, and/or estate administration.
• Probate experience strongly desired.
• Corporate background and/or actual law firm experience would be a plus.
• Strong knowledge of estate tax laws and strategies for tax minimization.
• Ability to provide excellent client service and manage client relationships with professionalism.