BCG Attorney Search
Private Client Services Senior Associate Attorney
BCG Attorney Search, Orlando, Florida, us, 32885
Private Client Services Senior Associate Attorney
Company nameBCG Attorney SearchExperience4-17 yrs requiredPosted onJul 20, 2024ProfileA law firm is seeking an experienced Private Client Services Senior Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 5-15 years of relevant experience, demonstrating expertise in estate planning, estate and gift taxation, and trust administration for individuals, charitable organizations, foundations, and corporate fiduciaries. International estate planning experience is a plus.Duties:Provide comprehensive legal services in estate planning, estate and gift taxation, and trust administrationServe individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companiesOffer expertise in international estate planning, if applicableCollaborate with clients to understand their unique needs and develop tailored legal strategiesOversee the administration of estates and trusts, ensuring compliance with legal requirementsAdvise clients on wealth preservation, tax efficiency, and succession planningDraft and review legal documents, including wills, trusts, and powers of attorneyHandle complex matters related to wealth transfer, asset protection, and charitable givingStay abreast of changes in tax laws and regulations affecting private clientsBuild and maintain strong client relationships, demonstrating a commitment to client satisfactionWork collaboratively with other legal professionals and support staff to deliver high-quality legal servicesRequirements:5-15 years of relevant experience in estate planning, estate, and gift taxation, and trust administrationExperience serving individuals, charitable organizations, foundations, and corporate fiduciariesInternational estate planning experience is a plusLLM in Tax or Estate Planning is preferredMust be or be willing to become a member of the Florida BarEducation:Juris Doctor (JD) degree from an accredited law schoolLLM in Tax or Estate Planning (preferred)Certifications:Membership in the Florida Bar or willingness to become a memberSkills:In-depth knowledge of estate planning, estate, and gift taxation, and trust administrationStrong drafting and review skills for legal documentsAbility to provide strategic advice on wealth preservation and tax efficiencyExcellent client relationship management skillsCurrent awareness of changes in tax laws and regulations affecting private clients
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Company nameBCG Attorney SearchExperience4-17 yrs requiredPosted onJul 20, 2024ProfileA law firm is seeking an experienced Private Client Services Senior Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 5-15 years of relevant experience, demonstrating expertise in estate planning, estate and gift taxation, and trust administration for individuals, charitable organizations, foundations, and corporate fiduciaries. International estate planning experience is a plus.Duties:Provide comprehensive legal services in estate planning, estate and gift taxation, and trust administrationServe individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companiesOffer expertise in international estate planning, if applicableCollaborate with clients to understand their unique needs and develop tailored legal strategiesOversee the administration of estates and trusts, ensuring compliance with legal requirementsAdvise clients on wealth preservation, tax efficiency, and succession planningDraft and review legal documents, including wills, trusts, and powers of attorneyHandle complex matters related to wealth transfer, asset protection, and charitable givingStay abreast of changes in tax laws and regulations affecting private clientsBuild and maintain strong client relationships, demonstrating a commitment to client satisfactionWork collaboratively with other legal professionals and support staff to deliver high-quality legal servicesRequirements:5-15 years of relevant experience in estate planning, estate, and gift taxation, and trust administrationExperience serving individuals, charitable organizations, foundations, and corporate fiduciariesInternational estate planning experience is a plusLLM in Tax or Estate Planning is preferredMust be or be willing to become a member of the Florida BarEducation:Juris Doctor (JD) degree from an accredited law schoolLLM in Tax or Estate Planning (preferred)Certifications:Membership in the Florida Bar or willingness to become a memberSkills:In-depth knowledge of estate planning, estate, and gift taxation, and trust administrationStrong drafting and review skills for legal documentsAbility to provide strategic advice on wealth preservation and tax efficiencyExcellent client relationship management skillsCurrent awareness of changes in tax laws and regulations affecting private clients
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