Private Wealth Associate Attorney

Profile

A law firm in Atlanta, GA, is seeking a Private Wealth Associate Attorney with 2-5 years of meaningful experience in wealth transfer planning. The ideal candidate will possess exceptional academic credentials and a strong background in private wealth management. This role involves providing comprehensive legal services related to estate planning, wealth transfer, and private client matters.

Duties:

• Develop and implement strategies for wealth transfer and estate planning to meet clients' personal and financial goals.
• Draft and review estate planning documents, including wills, trusts, and powers of attorney.
• Provide legal advice on complex estate and tax planning issues, including charitable giving and asset protection.
• Collaborate with clients, financial advisors, and other professionals to create and manage comprehensive estate plans.
• Conduct legal research and analysis to support planning strategies and recommendations.
• Manage estate administration processes, including probate and trust administration.
• Ensure compliance with relevant laws and regulations regarding estate and trust matters.
• Assist with client meetings, providing clear explanations and guidance on legal options and strategies.

Requirements:

• 2-5 years of experience in wealth transfer planning and estate planning.
• Exceptional academic credentials.
• Strong background in private wealth management and related legal areas.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Active license to practice law in Georgia or the ability to obtain admission.

Skills:

• Expertise in drafting and reviewing estate planning and wealth transfer documents.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple tasks and handle complex legal issues.
• Proficiency in legal research and case analysis.
• Ability to work effectively both independently and as part of a team.
• Strong organizational skills and attention to detail.

Benefits:

• Competitive salary and comprehensive benefits package.

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306