Estate Planning Attorney at Jobot
Cockeysville, MD 21031
About the Job
This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $175,000 per year
A bit about us:
Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.
Why join us?
Job Details
Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $175,000 per year
A bit about us:
Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.
Why join us?
- Medical, dental, vision
- 401(k)
- Child care support
- Paid maternity and paternity leave
- Tuition assistance
Job Details
Responsibilities:
- Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
- Review and summarize trust and key estate planning documents.
- Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
- Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
- Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
- Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
- Advise clients on gifting strategies and rules.
- Stay updated on changes in estate planning laws and regulations.
- Implement and manage estate planning software to assist in estate planning.
Qualifications:
- 7-10 years of experience in estate planning, trust administration, and/or estate administration
- Strong knowledge of estate tax laws and strategies for tax minimization.
- Ability to provide excellent client service and manage client relationships with professionalism.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
125,000 - 175,000 /year