BCG Attorney Search
Estate Planning Associate International Wealth amp Asset Planning
BCG Attorney Search, Miami, Florida, us, 33222
Estate Planning Associate International Wealth amp Asset Planning
Company name BCG Attorney Search Experience 2-13 yrs required Location Miami, FL, United States Posted on Nov 19, 2024 Valid Through Dec 19, 2024 Profile A law firm seeks an experienced Estate Planning Associate with a strong background in international and domestic estate planning for its Miami office. This role involves drafting comprehensive legal documents, establishing international entities for planning purposes, and conducting due diligence, including anti-money laundering (AML) and know-your-customer (KYC) compliance. The ideal candidate will have a proven track record in estate planning and international tax matters, with an advanced degree in taxation. Duties
Develop and implement both domestic and international estate planning strategies. Prepare and draft complex legal documents, including wills, trusts, and ancillary agreements. Facilitate the creation and structuring of international business entities for asset planning purposes. Conduct AML/KYC and due diligence reviews to ensure compliance with regulatory requirements. Collaborate with clients to tailor solutions to their unique wealth management needs. Stay informed on international tax laws and provide related guidance. Requirements
A minimum of 5–7 years of experience in estate planning and wealth management law. Expertise in drafting a variety of estate planning documents. Familiarity with international business structuring and related regulatory compliance. Experience working with AML/KYC and due diligence requirements. Strong analytical and organizational skills. Exceptional verbal and written communication abilities. Education
Juris Doctor (JD) degree from an accredited law school. Master of Laws (LLM) in Taxation (required). Certifications
Active membership with the Florida State Bar (required). Skills
Deep knowledge of domestic and international estate planning practices. Strong command of international tax laws and regulations. Proficiency in legal research and drafting complex documents. High attention to detail and ability to handle confidential information. Strong interpersonal skills to build and maintain client relationships.
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Company name BCG Attorney Search Experience 2-13 yrs required Location Miami, FL, United States Posted on Nov 19, 2024 Valid Through Dec 19, 2024 Profile A law firm seeks an experienced Estate Planning Associate with a strong background in international and domestic estate planning for its Miami office. This role involves drafting comprehensive legal documents, establishing international entities for planning purposes, and conducting due diligence, including anti-money laundering (AML) and know-your-customer (KYC) compliance. The ideal candidate will have a proven track record in estate planning and international tax matters, with an advanced degree in taxation. Duties
Develop and implement both domestic and international estate planning strategies. Prepare and draft complex legal documents, including wills, trusts, and ancillary agreements. Facilitate the creation and structuring of international business entities for asset planning purposes. Conduct AML/KYC and due diligence reviews to ensure compliance with regulatory requirements. Collaborate with clients to tailor solutions to their unique wealth management needs. Stay informed on international tax laws and provide related guidance. Requirements
A minimum of 5–7 years of experience in estate planning and wealth management law. Expertise in drafting a variety of estate planning documents. Familiarity with international business structuring and related regulatory compliance. Experience working with AML/KYC and due diligence requirements. Strong analytical and organizational skills. Exceptional verbal and written communication abilities. Education
Juris Doctor (JD) degree from an accredited law school. Master of Laws (LLM) in Taxation (required). Certifications
Active membership with the Florida State Bar (required). Skills
Deep knowledge of domestic and international estate planning practices. Strong command of international tax laws and regulations. Proficiency in legal research and drafting complex documents. High attention to detail and ability to handle confidential information. Strong interpersonal skills to build and maintain client relationships.
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