Trusts And Estates/Wealth Planning Partner

BCG Attorney Search; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a seasoned Trusts and Estates/Wealth Planning Partner to lead high-profile cases for high net-worth individuals. This role involves developing sophisticated estate plans, providing expert counsel in tax and corporate structuring, and managing client relationships. The ideal candidate will have a strong background in complex domestic and international estate planning, with a proven track record in business development. Join a dynamic team where your expertise will shape the future of wealth planning and make a significant impact on clients' lives.

Qualifications

• Minimum 6 years of experience in estate planning required.
• Proven expertise in tax planning for high-net-worth clients.

Responsibilities

• Develop sophisticated estate plans for high net-worth clients.
• Manage client relationships and supervise junior associates.
• Provide strategic guidance on international estate matters.

Skills

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Communication Skills

Project Management

Legal Research

Leadership

Education

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Job description

Company name
BCG Attorney Search

Experience
3-12 yrs required

Location
Miami, FL, United States

Posted on
Apr 09, 2025

Valid Through
May 09, 2025

Profile

Job Overview: A law firm seeks a seasoned Trusts and Estates/Wealth Planning Partner with extensive experience in complex domestic and international estate planning. The ideal candidate will lead and manage high-profile cases involving high net-worth individuals and multinational families, providing expert counsel in tax planning, corporate structuring, and personal planning.

Duties:

1. Develop and implement sophisticated estate plans for high net-worth clients, including wills, trusts, and succession plans.
2. Provide strategic guidance on international estate matters, addressing cross-border implications and compliance issues.
3. Collaborate with other legal teams to integrate tax planning strategies into broader corporate and personal financial planning.
4. Manage client relationships, ensuring high levels of client satisfaction and retention.
5. Supervise junior associates and provide mentorship on complex estate and wealth planning matters.
6. Represent clients in negotiations, mediations, and litigation related to trusts and estates.

Requirements:

1. Minimum 6 years of experience in complex domestic and international estate planning.
2. Proven expertise in related income, partnership, and tax planning for high-net-worth individuals and multinational families.
3. Juris Doctor (J.D.) degree from an accredited law school.
4. LL.M. in Taxation or Estate Planning preferred.
5. Admission to the Florida Bar or eligibility for admission via reciprocity.
6. Strong track record of business development and client acquisition.

Certifications:

1. Certified Specialist in Estate Planning (CSEP) or Certified Trust and Financial Advisor (CTFA) certification is desirable.

Skills:

1. Excellent analytical and problem-solving skills.
2. Exceptional interpersonal and communication skills.
3. Ability to manage multiple complex projects simultaneously.
4. Proficiency in legal research and drafting.
5. Strong leadership and team management capabilities.