Private Wealth Services Associate

Key Responsibilities

• Advise clients on sophisticated estate planning and wealth transfer strategies
• Draft advanced estate planning structures, including Revocable Trusts, ILITs, SLATs, IDGTs and GRATs
• Handle trust and estate administration matters, including modifications, decantings and trust terminations
• Advis[e] on transfers involving QSBS stock, business interests and real estate
• Conduct legal research on multi-jurisdictional and cross-border estate planning matters
• Supervise and mentor junior associates and support staff
• Work directly with high net worth clients and families on complex matters

Who You Are

• A 4th–8th year associate
• Strong background in sophisticated trusts & estates and private wealth planning
• Experience advising high net worth individuals and families
• Strong drafting, research and communication skills
• Experience managing complex trust and estate administrations
• Highly organized, detail-oriented and proactive
• Experience mentoring junior attorneys preferred
• LL.M. in Taxation or Estate Planning preferred
• Experience in a fast-paced law firm environment preferred

Compensation

Salary Range: $249,000 – $325,000 (DOE)

Benefits

• Discretionary bonus
• healthcare
• 401(k)
• parental support benefits
• comprehensive benefits package