Job Description

Estate Planning Attorney

Seeking an experienced Estate Planning Attorney to join our team and advise high-net-worth clients on sophisticated estate planning matters.

Key Responsibilities

• Draft sophisticated estate planning documents for high-net-worth individuals and families.
• Develop and implement advanced estate planning strategies focused on wealth transfer, tax planning, and asset protection.
• Prepare and review complex revocable and irrevocable trusts.
• Handle GST (Generation-Skipping Transfer) tax planning.
• Draft and advise on Spousal Lifetime Access Trusts (SLATs).
• Draft Intentionally Defective Grantor Trusts (IDGTs) and other advanced gifting trusts.
• Prepare Qualified Personal Residence Trusts (QPRTs).
• Draft trust modification and restructuring documents.
• Develop irrevocable trusts for gifting, estate tax planning, and creditor protection.
• Work closely with clients, financial advisors, accountants, and other professionals to implement comprehensive estate plans.
• Maintain a high level of accuracy, organization, confidentiality, and attention to detail.

Qualifications

• J.D. from an accredited law school.
• Active bar admission in the applicable jurisdiction.
• At least 4 years of substantive estate planning experience; candidates with 3+ years of strong relevant experience may also be considered.
• Demonstrated experience working with high-net-worth clients.
• Strong knowledge of sophisticated estate planning and wealth transfer strategies.
• Experience drafting complex trusts and estate planning documents.
• Strong understanding of federal estate, gift, and GST tax concepts.
• Excellent written and verbal communication skills.
• Highly organized with exceptional attention to detail.
• Ability to manage multiple sophisticated matters and deadlines independently.
• LL.M. in Taxation or Estate Planning is preferred.
• A strong background in drafting and implementing complex estate planning strategies.

Compensation & Benefits

• Competitive salary: $150,000 - $250,000+, depending on experience and qualifications.
• Significant compensation opportunity for highly qualified candidates.
• Professional and collaborative work environment.
• Opportunity to work on sophisticated estate planning matters for high-net-worth clients.

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