Estate Planning Attorney
W3Global Inc.
Job Description
Job Description
Client is a respected and established law firm dedicated exclusively to estate planning, trust administration, wealth preservation, and succession planning. For decades, we have helped individuals, families, business owners, and fiduciaries navigate complex estate, trust, tax, and legacy planning matters with confidence and clarity.
Our practice combines sophisticated legal counsel with practical financial and tax planning insight to deliver customized solutions tailored to each client's unique goals and circumstances.
Position Overview
The ideal candidate will have substantial experience designing and implementing sophisticated estate plans for individuals, families, and closely held business owners, along with a strong understanding of estate, gift, generation-skipping transfer, and income tax planning.
This is an outstanding opportunity for a seasoned attorney who enjoys meaningful client relationships, sophisticated planning work, and serving as a trusted advisor to clients and their families.
Attorneys seeking reduced-hour schedules, phased-retirement opportunities, hybrid arrangements, or flexible part-time roles are encouraged to apply. We value experience, sound judgment, and exceptional client service, and recognize that highly qualified attorneys may be seeking alternatives to a traditional full-time law firm schedule.
Responsibilities
Advise clients regarding comprehensive estate planning strategies.
Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance medical directives, and related planning documents.
Develop and implement advanced wealth transfer strategies, including estate, gift, and generation-skipping transfer tax planning.
Counsel business owners on succession planning and business continuity matters.
Assist clients with trust and estate administration issues.
Collaborate with financial advisors, accountants, trustees, and other professional advisors.
Conduct client consultations and guide clients through the planning and implementation process.
Participate in educational seminars, client presentations, and business development initiatives.
Qualifications
Required
J.D. from an accredited law school.
Active bar membership in good standing in Maryland, Virginia, Florida or the District of Columbia
Minimum of 5 years of estate planning experience.
Demonstrated expertise drafting sophisticated estate planning documents.
Excellent analytical, communication, and client relationship skills.
Ability to independently manage client matters from consultation through implementation.
Preferred
LL.M. in Taxation or significant tax planning experience.
Strong knowledge of estate, gift, and fiduciary income taxation.
Experience advising high-net-worth individuals, multigenerational families, and closely held business owners.
Admission in multiple jurisdictions (Maryland, DC, FL, and/or Virginia).
What We Offer
An established and highly respected estate planning practice.
Sophisticated and rewarding client work.
Collegial, collaborative, and professional work environment.
Competitive compensation commensurate with experience.
Performance-based and origination bonus opportunities.
Health insurance.
401(k) plan.
Paid time off.
Paid parking.
Professional development and leadership opportunities.
Flexible scheduling and work arrangements.
Compensation
Compensation will be commensurate with experience, qualifications, and any portable business. We welcome applications from attorneys seeking either a long-term full-time position or a flexible part-time role within a premier estate planning practice.
For candidates with an established referral network or portable practice, compensation structures may be tailored to reflect experience, business development contributions, and long-term growth potential within the firm.
How to Apply
Qualified candidates should submit a résumé, cover letter, and a brief description of their estate planning experience and areas of expertise.
Client is an equal opportunity employer and welcomes applications from qualified candidates committed to excellence, professionalism, and exceptional client service.
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance
Work Location: Hybrid remote in Rockville, MD 20852
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our ServicesW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Company Description
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
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