Estate Planning Attorney
Job Summary
To support complex planning matters for high-net-worth individuals, families, and business owners, the full-time Estate Planning Attorney will design and draft estate planning documents, develop advanced wealth transfer strategies, and collaborate with tax professionals and financial advisors while working remotely.
Key responsibilities
- Design and draft estate planning documents, including trusts and wills, ensuring compliance and precision
- Develop and implement sophisticated wealth transfer strategies, such as irrevocable trusts and charitable trusts
- Conduct client consultations, explaining complex planning concepts and guiding clients through decision-making processes
Required qualifications
- Juris Doctor (JD) from an accredited law school
- Active bar license in good standing
- 5-10+ years of experience in estate planning or tax planning
- Strong drafting skills and mastery of trust and estate planning instruments
- Preferred: LL.M. in Taxation, CFP, or CPA
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