Trust and Estate Planning Attorney

Job Description

We are seeking an experienced Trust and Estate Planning Attorney to join our established practice. The ideal candidate will have a strong background in estate planning, a portable book of high-net-worth clients, and a strategic, long-term outlook for their legal career.

Attorneys in this role will handle complex estate matters from start to finish, with a focus on minimizing income taxes, protecting assets, and ensuring the smooth transfer of wealth. The ideal candidate will be deeply experienced in estate planning and taxation, with a portable book of business and a long-term vision for their legal career.

Key Responsibilities

1. Handle sophisticated estate matters from inception to completion
2. Draft a broad range of estate planning documents tailored to client needs
3. Develop and implement plans to minimize income taxes and protect assets
4. Provide comprehensive estate planning and probate services to high-net-worth individuals
5. Administer trusts efficiently and accurately
6. Collaborate with a well-regarded internal team while growing and managing an individual client base

Qualifications

1. 7+ years of experience in private practice, with a strong focus on estate planning
2. J.D. and LL.M. in Taxation required
3. Proven track record of serving high-net-worth clients
4. Portable book of business is required
5. Commitment to at least 15 more years of active legal practice