Job Description

A Wealth Planning Attorney advises clients on managing and preserving their assets, focusing on estate planning, tax optimization, and ensuring smooth transitions of wealth to beneficiaries, often involving wills, trusts, and other legal instruments.

Wealth Planning Attorney 

Practice Area: Wealth Planning

THIS ROLE ENTAILS:

• Rendering sophisticated estate planning advisory services to high-net-worth individuals and families.
• Formulating and executing intricate tax strategies to minimize tax liabilities.
• Advising clientele on business succession planning and wealth transfer.
• Preparing a comprehensive array of legal documents, encompassing wills, trusts, and business agreements.
• Collaborating with legal professionals and other relevant experts to deliver comprehensive legal services.
  

Qualifications

JOB REQUIREMENTS:

• LL.M. in Taxation and a Juris Doctorate in Law is requisite
• Florida Bar licensure in Good Standing
• Exceptional academic credentials and background.
• Superior document drafting skills are essential.
• Minimum of four years of professional experience in private wealth services or related
• Robust research, and analytical skills.
• Ability to articulate complex legal concepts with clarity.
• Meticulous attention to detail.
• Exceptional organizational skills.

ADDITIONAL INFORMATION:

We are an Equal Opportunity Employer and encourage all who are qualified to apply. Kindly be prepared to furnish a resume, law school transcripts, and recent writing sample.

Why is This a Great Opportunity

A preeminent law firm seeks to recruit a mid-level associate to its Private Wealth Services Practice within its South Florida offices. The appointed associate shall focus their practice on a range of business succession, estate planning, taxation, and business transaction matters. The practice encompasses succession and tax planning for individuals and businesses, inclusive of corporate, LLC, partnership, and estate planning for closely held and family-owned enterprises.

The firm’s wealth planning practice group in South Florida cultivates a collegial professional environment and provide attorneys with substantial opportunities for professional development and career advancement.

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