Trusts and Estates Attorney
Core
Architecting wealth preservation strategies and managing complex domestic and international estate matters for ultra-high-net-worth families, family offices, and private foundations.
Role type
Senior Private Client Advocate (Trusts & Estates)
Builds
Sophisticated revocable and irrevocable trusts, asset protection vehicles, and tax-efficient transfer documents for UHNW clients.
Domain
Law, Wealth Management, Estate Planning
Required skills
Estate planning, Fiduciary administration, Complex tax filing (gift/estate/fiduciary income), Advanced legal research, High-stakes client conference facilitation, Complex drafting
Preferred skills
L.L.M. in Taxation or Estate Planning, Family office advisory, Multi-generational business succession planning, Charitable giving vehicles and foundation governance
Technologies
None stated
Responsibilities
Facilitating high-stakes client conferences to ascertain long-term legacy goals; Formulating and drafting complex estate planning instruments; Overseeing the full lifecycle of probate and trust administration; Preparing and reviewing technical tax filings; Conducting advanced legal research regarding evolving tax codes and charitable planning strategies.
Seniority
Senior, hands-on IC