Trust & Estates Attorney / In-House / Remote

New England Legal Search; Boston (MA); Teletrabalho; USD 180 000 - 250 000; Tempo integral

Resumo da oferta

New England Legal Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience.

Responsibilities include crafting sophisticated estate plans, meeting clients and their advisors, and coordinating with other professionals. The position is located in the Northeast (New York or Boston preferred) and is primarily

Qualificações

• 7+ years of estate planning experience required.
• Attorney with deep estate planning expertise and UHNW client experience.

Responsabilidades

• Craft sophisticated estate plans and customized strategies for preserving capital and assets.
• Meet directly with UHNW families and advisory teams to assess estate structures and transfer tax exposure.
• Review and optimize estate plans for multi-generational wealth transfer.
• Collaborate with outside legal, tax, and other professionals to implement integrated planning solutions.

Conhecimentos

Estate planning

Wealth management

UHNW advisory

Client advisory

Formação académica

Juris Doctor (JD)

Descrição da oferta de emprego

Our client is a large, national wealth manager looking to add an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum 7 years experience, but preferably more. The Senior Wealth Strategist will advise UHNW families on complex matters, including estate planning, financial planning, and tax considerations. Responsibilities include, but are not limited to:

1. Working alongside advisors and clients to craft sophisticated estate plans and customized strategies aimed at preserving capital and protecting assets.
2. Meeting directly with UHNW families and their advisory teams to assess current estate structures, evaluate exposure to transfer taxes, and understand unique family dynamics in order to uncover planning opportunities.
3. Reviewing estate plans and recommending approaches that improve the efficiency of multi-generational wealth transfer.
4. Collaborating with outside legal, tax, and other professional advisors to build and carry out integrated planning solutions that align with client goals.

Located in the northeast (ideally New York or Boston) – The position is primarily remote.