Trusts & Estates Associate - Private Wealth

Our client, a prestigious law firm with a highly regarded private wealth practice, is seeking a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies.

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
This is an exceptional opportunity for an experienced private wealth attorney looking to develop a long-term practice while working closely with sophisticated clients and highly experienced practitioners.
The practice operates within a fully integrated wealth advisory platform, bringing together estate planning attorneys, investment professionals, and trust administration specialists to deliver comprehensive, highly personalized solutions.
The position offers significant client exposure, sophisticated planning work and a defined partner-track opportunity.
Role OverviewThe Senior Attorney will advise ultra-high-net-worth individuals, families, and family-owned businesses on a broad range of private wealth matters, including:Sophisticated estate and gift tax planningWealth transfer and preservation strategiesLong-term estate and succession planningDrafting complex wills, trusts, and estate planning documentsLifetime gifting strategies and tax-efficient wealth transfersEstate and trust administrationFederal gift and estate tax analysisPlanning involving family-owned businessesCharitable giving and philanthropic planningAdvising family foundations and charitable organizationsCollaborating with investment advisors and trust administration professionalsDeveloping customized planning strategies for multigenerational wealthMaintaining direct relationships with high-net-worth clients and their advisors
Candidate ProfileJ.D. from an accredited law school4+ years of sophisticated trusts and estates experienceSignificant experience advising ultra-high-net-worth individuals and familiesStrong estate planning and gift and estate tax expertiseExcellent estate planning document drafting skillsExperience with complex trust structures and wealth transfer strategiesFamiliarity with estate and trust administrationStrong analytical skills and professional judgmentExcellent interpersonal and client communication skillsAbility to independently manage sophisticated client mattersProactive, detail-oriented, and committed to exceptional client service
Why Consider This Opportunity?This is a partnership track position.Work within a sophisticated, fully integrated wealth advisory practice.Collaborate with attorneys, investment advisors, and trust administration professionals.Advise ultra-high-net-worth families on complex estate, tax, and wealth preservation strategies.Gain exposure to multigenerational wealth planning, family businesses, and philanthropic structures.Work directly with sophisticated private clients and their advisors.Develop long-term relationships and take substantive responsibility for complex planning matters. xzbcwsv Work closely with experienced attorneys in a collaborative, leanly staffed environment
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