Private Wealth Associate

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Private Wealth Associate
The candidate should have 2 years of experience. Will have experience in sophisticated estate planning for high net worth individuals, including designing and drafting estate planning documents, trust and estate administration, planning strategies to minimize gift and estate tax liability and charitable planning. Prior law firm experience is strongly preferred. Must have an excellent academic record, strong interpersonal skills, work well with a team and possess superior judgment. The ability to effectively handle and manage multiple projects is critical, and the candidate must be effective at articulating complex legal strategies and courses of action. Managing client relationships and internal teams are key elements of this role.

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