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Private Clients, Trusts And Estates Associate Attorney

Full-time 2 views

Recruiter

Washington, DC, United States

Private Clients, Trusts And Estates Associate Attorney

Attorney

BCG Attorney Search

Company Review

1-8 yrs required

Full-time

No

Job Overview: A law firm in Washington, DC, is seeking a dedicated Private Clients, Trusts, and Estates Associate Attorney to join their team. The ideal candidate will provide comprehensive legal support to high-net-worth individuals, families, and family offices in matters related to estate planning and trust administration.

Responsibilities:

  • Advise high-net-worth individuals, families, and family offices on estate planning matters.
  • Draft wills, revocable and irrevocable trusts, and ancillary documents.
  • Conduct research on tax implications of planning techniques.
  • Prepare client educational and summary materials.
  • Meet and communicate directly with clients to understand and advance their goals.
  • Handle estate and trust administration tasks.

Requirements:

  • 2-5 years of relevant experience in estate planning and trust administration.
  • Experience in drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies.
  • Ability to work in an organized, efficient manner under minimal supervision.
  • Strong interpersonal skills to effectively communicate and deal directly with clients.
  • A proactive approach to teamwork and collaboration.

Education and Certifications:

  • Juris Doctor (JD) from an accredited law school.
  • Admission to the Washington, DC bar or eligibility for admission via waiver.
  • Any relevant certifications in estate planning or trust administration would be advantageous.

Skills:

  • Proficiency in legal research and writing.
  • Strong understanding of tax implications related to estate planning.
  • Attention to detail and accuracy in document drafting.
  • Ability to prioritize tasks and manage workload effectively.
  • Excellent communication and interpersonal skills.

Legal

May 08, 2024
Apr 08, 2024

Job Feedback

Recruiter

Attorney

1-8 yrs required

Full-time

Legal

Apr 08, 2024

May 08, 2024

Profile

Job Overview: A law firm in Washington, DC, is seeking a dedicated Private Clients, Trusts, and Estates Associate Attorney to join their team. The ideal candidate will provide comprehensive legal support to high-net-worth individuals, families, and family offices in matters related to estate planning and trust administration.

Responsibilities:

  • Advise high-net-worth individuals, families, and family offices on estate planning matters.
  • Draft wills, revocable and irrevocable trusts, and ancillary documents.
  • Conduct research on tax implications of planning techniques.
  • Prepare client educational and summary materials.
  • Meet and communicate directly with clients to understand and advance their goals.
  • Handle estate and trust administration tasks.

Requirements:

  • 2-5 years of relevant experience in estate planning and trust administration.
  • Experience in drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies.
  • Ability to work in an organized, efficient manner under minimal supervision.
  • Strong interpersonal skills to effectively communicate and deal directly with clients.
  • A proactive approach to teamwork and collaboration.

Education and Certifications:

  • Juris Doctor (JD) from an accredited law school.
  • Admission to the Washington, DC bar or eligibility for admission via waiver.
  • Any relevant certifications in estate planning or trust administration would be advantageous.

Skills:

  • Proficiency in legal research and writing.
  • Strong understanding of tax implications related to estate planning.
  • Attention to detail and accuracy in document drafting.
  • Ability to prioritize tasks and manage workload effectively.
  • Excellent communication and interpersonal skills.

Company info
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