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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileSenior Attorney – Trusts and Estates – Director The candidate will file responsibility and client contact, and the time and ability to create sophisticated estate plans for high net worth individuals and entities. Will work closely with a team of attorneys, paralegals and other staff. Prepare and review client projects and documents; oversee staff and review and draft estate planning, entity and asset protection documents and structures; conduct full estate reviews and provide sophisticated tax planning advice to high net worth clients; and research and prepare memoranda regarding complex tax, estate planning and offshore structuring issues to backup positions the firm recommends to clients.
Qualification and Experience
The candidate must possess 5+ years of large or boutique firm or in-house experience in reviewing the estates of high net worth individuals and entities and advising n trusts and estates planning. Should be an experienced trusts and estates attorney to provide trust, estate and tax planning advice to high net worth individuals and entities. Should have experience in working with sophisticated estate planning, estate and trust administration, business succession planning and asset protection planning. Should be comfortable expending the majority of efforts preparing and reviewing estate plans and overseeing staff in the client relationship.
Submit a resume and list of references.
Current Employee - Reviewed on August 18, 2017
I think that if the partners and superiors do a better job of planning on how to communicate with some of the associates better, it would make some of the projects and cases run more efficiently.Pros : The associates that work here all seem to be happy most of the time. I think that the good pay and salary have something to do with that. I like the resources I have access to as well. I also think that the clientele is really great.