Private Wealth Services Associate Attorney

Profile

Job Overview: A law firm is seeking a skilled Private Wealth Services Associate Attorney with extensive experience in estate planning for high-net-worth individuals and families. The ideal candidate will possess strong research, writing, and verbal communication skills, along with proficiency in trust and estate administration and estate, gift, and generation-skipping transfer tax planning. Admission to the Nevada Bar is preferred.

Duties:

• In estate planning matters, provide legal counsel and representation to high-net-worth individuals and families.
• Assist clients with trust and estate administration processes.
• Conduct thorough research on complex legal issues related to wealth management and tax planning.
• Draft legal documents, including wills, trusts, powers of attorney, and other estate planning instruments.
• Collaborate with other attorneys and support staff to ensure comprehensive client service.
• Stay updated on changes in relevant laws and regulations affecting estate planning and wealth management.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the bar in at least one U.S. jurisdiction.
• 5+ years of experience practicing law with a focus on estate planning.
• Proven track record in advising high-net-worth clients on wealth management strategies.
• Strong understanding of estate, gift, and generation-skipping transfer tax planning.
• Excellent research, writing, and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Education:

• Juris Doctor (J.D.) degree from an accredited law school.

Certifications:

• Admission to the Nevada Bar (preferred).

Skills:

• Proficiency in estate planning for high-net-worth individuals and families.
• Strong research and analytical skills.
• Exceptional written and verbal communication abilities.
• Ability to manage multiple tasks and priorities effectively.
• Attention to detail and accuracy in document preparation.
• Team player with excellent interpersonal skills.

Company info

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