Trusts And Estates/Wealth Planning Partner

Profile

Job Overview: A law firm seeks a seasoned Trusts and Estates/Wealth Planning Partner with extensive experience in complex domestic and international estate planning. The ideal candidate will lead and manage high-profile cases involving high net-worth individuals and multinational families, providing expert counsel in tax planning, corporate structuring, and personal planning.

Duties:

• Develop and implement sophisticated estate plans for high net-worth clients, including wills, trusts, and succession plans.
• Provide strategic guidance on international estate matters, addressing cross-border implications and compliance issues.
• Collaborate with other legal teams to integrate tax planning strategies into broader corporate and personal financial planning.
• Manage client relationships, ensuring high levels of client satisfaction and retention.
• Supervise junior associates and provide mentorship on complex estate and wealth planning matters.
• Represent clients in negotiations, mediations, and litigation related to trusts and estates.

Requirements:

• Minimum 6 years of experience in complex domestic and international estate planning.
• Proven expertise in related income, partnership, and tax planning for high-net-worth individuals and multinational families.
• Juris Doctor (J.D.) degree from an accredited law school.
• LL.M. in Taxation or Estate Planning preferred.
• Admission to the Florida Bar or eligibility for admission via reciprocity.
• Strong track record of business development and client acquisition.

Certifications:

• Certified Specialist in Estate Planning (CSEP) or Certified Trust and Financial Advisor (CTFA) certification is desirable.

Skills:

• Excellent analytical and problem-solving skills.
• Exceptional interpersonal and communication skills.
• Ability to manage multiple complex projects simultaneously.
• Proficiency in legal research and drafting.
• Strong leadership and team management capabilities.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306