A leading wealth management organization partnering with high-net-worth clients is looking to add a Trust & Estate Attorney to their team. The Trust & Estate Attorney will work directly with ultra-high-net-worth clients and will be influential in guiding client legacy planning and philanthropic impact at a high level.

This is a unique opportunity to advise sophisticated clients on estate and trust planning while also guiding philanthropic initiatives that make a real impact!

Responsibilities:

• Advise clients on estate and trust planning, including creating, administering, and modifying trusts and estates.
• Develop tax-efficient wealth transfer strategies aligned with client goals.
• Guide clients on philanthropic planning, including donor-advised funds, private foundations, and other charitable vehicles.
• Collaborate with other advisors within the family office to deliver integrated wealth solutions.
• Stay up-to-date on legal and regulatory developments in estate planning, trusts, taxation, and philanthropy.
• Build strong relationships with high-net-worth clients, providing strategic and practical legal counsel.

Qualifications:

• JD from an accredited law school
• 5+ years of experience in estate planning, trust law, and/or philanthropic advisory for high-net-worth clients.
• Strong understanding of tax law as it relates to estates, trusts, and charitable giving.
• Experience advising on donor-advised funds, private foundations, and other charitable vehicles.
• Excellent communication skills and the ability to explain complex legal concepts clearly.
• High level of professionalism, discretion, and ethical standards.