Vision, Dental, Medical
TRUST & ESTATE ATTORNEY for NYC RIA . Ideally looking for an Attorney who has experience and a track record of success in the area of Trust & Estates.
Functions and Responsibilities :
- Handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions.
- Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values.
- Responsible for post-mortem administration of estates.
- Prepares and reviews contracts, business filings, and other documents relevant to corporate, tax, and other business matters.
- attorneys will be Involved with handling sophisticated income tax matters, wealth transfer planning, trusts and estates, probate and closely held business matters and related transactions.
- Communicates with clients and other parties involved in transactions and other legal representations.
- 3+ years law firm experience in Estates, Trust, Tax and Wealth Planning, and strong experience in drafting complex estate planning documents.
- LL.M. in Tax or Certified Specialist designation a plus.
- Experience in estate and tax planning for high net worth individuals and families, as well as experience with estate administration, business succession, charitable planning, and taxation issue
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3 months ago