Trust and Estate Planning Attorney

Job Description

Job Description

We are seeking an experienced Trust and Estate Planning Attorney to join our established practice. The ideal candidate will have a strong background in estate planning, a portable book of high-net-worth clients, and a strategic, long-term outlook for their legal career.

Attorneys in this role will handle complex estate matters from start to finish, with a focus on minimizing income taxes, protecting assets, and ensuring the smooth transfer of wealth across generations. The ideal candidate will be deeply experienced in estate planning and taxation, with a portable book of business and a long-term vision for their legal career.

Key Responsibilities

Handle sophisticated estate matters from inception to completion

Draft a broad range of estate planning documents tailored to client needs

Develop and implement plans to minimize income taxes and protect assets

Provide comprehensive estate planning and probate services to high-net-worth individuals

Administer trusts efficiently and accurately

Collaborate with a well-regarded internal team while growing and managing an individual client base

Qualifications

7+ years of experience in private practice, with a strong focus on estate planning

J.D. and LL.M. in Taxation required

Proven track record of serving high-net-worth clients

Portable book of business is required

• Commitment to at least 15 more years of active legal practice

This is a Partial remote, Work from home 3 days per week opportunity

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