Partner - Estate and Wealth Planning

BCG Attorney Search; Washington (District of Columbia); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) retirement plan

Paid time off

Job summary

BCG Attorney Search in Washington, DC seeks a highly skilled Partner with extensive experience in estate, wealth and gift tax planning, trust and estate administration, and business succession planning.

The role involves cultivating key client relationships, managing a sophisticated portfolio, and contributing to the firm's strategic planning.

Qualifications

• J.D. from an accredited law school with a strong academic record.
• Active bar membership in good standing in the District of Columbia.
• 7+ years of experience in estate planning, wealth transfer, or trust and estate administration.
• Extensive knowledge of federal estate, gift, and generation-skipping transfer tax rules.
• Proven ability to work with high-net-worth clients and manage sensitive family dynamics.
• Excellent drafting and communication skills.
• Strong knowledge of advanced estate planning and tax techniques.
• Experience with complex family dynamics and high-net-worth clients.
• Ability to manage multiple sophisticated matters with discretion.
• Self-starter thriving in a fast-paced, collaborative environment.
• Commitment to client service and relationship building.

Responsibilities

• Advise high-net-worth clients on estate and wealth transfer strategies.
• Develop asset protection structures and manage trust administration.
• Plan business succession and charitable strategies.
• Identify and address income, estate, gift, and generation-skipping transfer tax issues.
• Draft and implement planning documents, including various trusts and agreements.
• Collaborate with CPAs, wealth advisors, and family office teams.
• Assist with family governance and multigenerational planning.
• Conduct legal and financial audits of client structures.

Skills

Estate tax planning

Wealth transfer strategies

Trust administration

Business succession planning

Client relationship management

Drafting of planning documents

Communication

Advanced estate planning techniques

High-net-worth client management

Discretion in handling matters

Collaboration with professionals

Education

J.D. from an accredited law school

Job description

Job Overview

A law firm seeks a highly skilled Partner for its Washington, DC office with extensive experience in estate, wealth, and gift tax planning, trust and estate administration, and business succession planning. This role involves assuming key client relationships and managing a well-developed portfolio of sophisticated matters as part of the firm's strategic planning.

Duties

• Advise high-net-worth clients on complex estate and wealth transfer strategies.
• Develop asset protection structures and manage trust administration.
• Plan business succession and charitable strategies.
• Identify and address income, estate, gift, and generation-skipping transfer tax issues.
• Draft and implement planning documents, including various trusts and agreements.
• Collaborate with CPAs, wealth advisors, and family office teams.
• Assist with family governance and multigenerational planning.
• Conduct legal and financial audits of client structures.

Requirements

• J.D. from an accredited law school with a strong academic record.
• Active bar membership in good standing in the District of Columbia.
• 7+ years of experience in estate planning, wealth transfer, or trust and estate administration.
• Extensive knowledge of federal estate, gift, and generation-skipping transfer tax rules.
• Proven ability to work with high-net-worth clients and manage sensitive family dynamics.
• Excellent drafting and communication skills.
• Strong knowledge of advanced estate planning and tax techniques.
• Experience with complex family dynamics and high-net-worth clients.
• Ability to manage multiple sophisticated matters with discretion.
• Self-starter thriving in a fast-paced, collaborative environment.
• Commitment to client service and relationship building.

Education

• J.D. from an accredited law school.

Certifications

• Active bar membership in the District of Columbia.

Skills

• Excellent drafting, analytical, and verbal communication skills.
• Strong expertise in federal and state transfer tax rules.
• Ability to navigate complex family dynamics.
• Proficiency in managing sophisticated legal matters.

Benefits

• Comprehensive benefits package including personal time off and firm-paid holidays.
• Medical, dental, and vision insurance.
• 401(k) retirement plan.