Trusts and Estates Associate

Profile

Job Overview
A law firm seeks an experienced Trusts and Estates Associate in Columbia, MD. The role involves providing sophisticated estate planning and tax analysis for ultra-high net worth clients, collaborating with a team of investment and trust administration professionals.

• Duties
• Focus on sophisticated estate planning and gift and estate tax analysis.
• Assist ultra-high net worth families with financial affairs through estate and gift tax planning.
• Develop long-term estate planning strategies.
• Draft estate planning documents.
• Advise on lifetime gifts and handle estate and trust administration matters.
• Assist with advising family businesses and charitable organizations.

• Requirements
• 1 year of experience in trusts and estates.
• Excellent professional judgment and client service commitment.
• Strong tax and drafting skills.
• Proactive and able to work independently.

• Education
• Relevant degree in law or related field preferred.

• Certifications
• Relevant certifications in wealth management or estate planning preferred.

• Skills
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to work collaboratively in a team environment.

• Benefits
• Hybrid work model with office presence required four days per week.
• Comprehensive benefits package.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (202) 955-5585
Fax : (213) 895-7306