Job Details

Senior Attorney – Trusts And Estates – Director

Company name

Organization Type

Law Firm

Job Type

Attorney

Years of Experience

Min 5 yrs required

Location

Boca Raton, FL

Date Last Verified

Sep 22,2017

Posted on

Aug 30,2015
Practice Area
Tax >> Tax - Federal
Trusts and Estates >> Trusts and Estates
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Profile

Senior 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.

Additional info

Submit a resume and list of references.

Company info

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