High Net Worth Estate Planning Attorney, Boca Raton FL
Now Hiring You, LLC
Job Description
Job Description
Boca Raton (Onsite) High Net Worth Estate Planning 5+ years experience.
The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Role & Responsibilities
- Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning.
- Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business documents.
- Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs, charitable remainder and lead trusts, and decanting instruments
- Assist clients in creating and implementing strategies to protect and preserve assets.
- Comply with all client and firm standard operating procedures.
- Legal and tax research.
Qualifications:
- Bachelor’s degree and J.D. Degree
- Ideal candidates will have a minimum of 10+ years’ experience in trust and estate matters, business formation and related areas of law, including high net worth estate planning.
- The ideal candidate will have experience working directly with high-net-worth clients on estate preservation and planning strategies, including preparing revocable and irrevocable trusts for asset protection and tax strategies and managing reorganization of asset ownership.
- Have an existing referral base generating $200k + revenue.
- Handling surrogate court proceedings.
- Strong oral and written communication skills.
- Ability to organize factual and legal data into clear and logical arguments.
- Ability to handle sensitive matters on a confidential basis.
- An active license as an attorney in states that the firm operates in
- A high degree of initiative, mature judgment, and discretion.
- Organization and time management skills.
Physical Criteria:
- Ability to sit or stand for up to 8 hours a day
- Ability to hear and respond to conversations professionally
- Ability to use a mouse, keyboard
- Ability to handle varying stress levels (low, moderate, high, very high) and maintain professional composure.
- Ability to lift and carry up to 25 pounds.
Vacancy posted 12 days ago
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