Trust & Estates Attorney / In-House / Remote

New England Legal Search; New York, Boston (NY, MA); Hybrid; USD 180,000 - 250,000; Full time

Job summary

Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex estate planning, financial planning, and tax considerations.

Responsibilities include crafting sophisticated estate plans, meeting with families to assess structures and tax exposure, and collaborating with advisors to execute integrated planning solutions.

Qualifications

• Minimum 7 years of experience in estate planning (ideally more).
• Expertise advising UHNW families on complex estate planning, financial planning and tax considerations.

Responsibilities

• Craft sophisticated estate plans and customized strategies to preserve capital and protect assets.
• Meet with UHNW families and advisory teams to assess structures and transfer tax exposure.
• Review estate plans and recommend approaches for efficient multi-generational wealth transfer.
• Collaborate with outside legal, tax and other advisors to implement integrated planning solutions.

Job description

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.