Estate Planning Attorney Job at Virtual Vocations Inc, United States

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  • Virtual Vocations Inc
  • United States

Job Description

Seeking a full-time Estate Planning Attorney, the selected candidate will serve as a primary strategic advisor for ultra-high net worth families, managing client relationships, leading a team of estate strategists, and designing comprehensive estate plans while working remotely. Key responsibilities: Lead client relationships and serve as the estate planning strategic partner for Regis families Design and implement advanced estate plans, including various trust structures and tax strategies Manage a team of estate strategists and collaborate with interdisciplinary experts to enhance client outcomes Required qualifications: Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning preferred 15+ years of legal experience in estate planning, particularly with clients having $100M+ in assets Deep technical knowledge of federal transfer tax law and advanced wealth transfer planning techniques Experience in advising on business succession and the estate planning implications of closely held business interests Prior experience in a private wealth department at an AmLaw 100/200 firm or a recognized estate planning boutique

Job Tags

Full time, Remote work

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