Trusts And Estates/Wealth Planning Partner

Company name
BCG Attorney Search

Experience
3-12 yrs required

Location
Miami, FL, United States

Posted on
Oct 28, 2024

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:

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

Requirements:

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

Certifications:

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

Skills:

1. Excellent analytical and problem-solving skills.
2. Exceptional interpersonal and communication skills.
3. Ability to manage multiple complex projects simultaneously.
4. Proficiency in legal research and drafting.
5. 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