Attorney

General Overview: Key Areas of Responsibility: The Attorney will provide services related to a variety of high-net-worth client needs, including but not limited to: • Client education regarding all aspects of estate planning such as: • Basic wills, revocable trusts, POAs, Health Care Directives, LLCs; • Sophisticated vehicles such as GRATs, CLATs, Preferred Return Partnerships, Family Limited Liability Partnerships, GST Trusts, ILITs, SLATs, IDGTs and Private Foundations; • Implementing lifetime gifting plans as part of a comprehensive estate tax mitigation strategy including an understanding of Generation Skipping Transfer Tax planning and its implications on proposed transactions; • Creating illustrations and detailed projections to assist with the planning process; and • Reviewing gift and estate tax returns. • Trust and estate administration including creation of written actions and minutes. • Sale/purchase transactions. • Court approval for large or impactful trust transactions. • Entity and Foundation management and compliance. • Miscellaneous business and contract work, including the creation of LLCs and related funding. • Changes in the tax environment, as relevant. • Assisting with management and coordination of outside counsel. • Supporting the Company as needed in the areas of Insurance, Investments, Accounting, Human Resources, Corporate Compliance, and Tax. Professional Qualifications/Skillset: • Four-year undergraduate degree and JD. • Minimum 10 years of legal experience in trust administration and estate planning. • Superior interpersonal and communication skills with high EQ. • Ability to connect with clients, understand their priorities, fully analyze and communicate their options and action client's choices. • Adaptable, dependable and detail oriented. • Ability to leverage technology and data platforms to accomplish tasks in an efficient and useful manner. • Strong organization skills and ability to multi-task. • Must display positive attitude in managing interactions with others inside and outside the company. • Must maintain a high level of confidentiality in dealing with sensitive information. • Must be a self-starter and work effectively as a part of a team. • Perform tasks at multiple levels and willing to support and oversee work being performed by personnel at all levels. • Must work well in an ever evolving atmosphere. Working Conditions: The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common. This position will be expected to travel for client meetings regularly.