Trusts And Estates/Wealth Planning Partner Job in Miami, FL Near Me - 337880 | BCGSearch.com

Trusts And Estates/Wealth Planning Partner

Type Full-Time

Location Florida - Miami

Job ID L8Q4337880

Experience Level Senior Associate

Job Experience Min. 6 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2024-09-06 00:45:19

Job Overview: A law firm seeks a seasoned Trusts and Estates/Wealth Planning Partner with extensive experience in complex domestic and international estate planning. The ideal candidate will lead and manage high-profile cases involving high net-worth individuals and multinational families, providing expert counsel in tax planning, corporate structuring, and personal planning.

Duties:

  • Develop and implement sophisticated estate plans for high net-worth clients, including wills, trusts, and succession plans.
  • Provide strategic guidance on international estate matters, addressing cross-border implications and compliance issues.
  • Collaborate with other legal teams to integrate tax planning strategies into broader corporate and personal financial planning.
  • Manage client relationships, ensuring high levels of client satisfaction and retention.
  • Supervise junior associates and provide mentorship on complex estate and wealth planning matters.
  • Represent clients in negotiations, mediations, and litigation related to trusts and estates.

Requirements:

  • Minimum 6 years of experience in complex domestic and international estate planning.
  • Proven expertise in related income, partnership, and tax planning for high-net-worth individuals and multinational families.
  • Juris Doctor (J.D.) degree from an accredited law school.
  • LL.M. in Taxation or Estate Planning preferred.
  • Admission to the Florida Bar or eligibility for admission via reciprocity.
  • Strong track record of business development and client acquisition.

Certifications:

  • Certified Specialist in Estate Planning (CSEP) or Certified Trust and Financial Advisor (CTFA) certification is desirable.

Skills:

  • Excellent analytical and problem-solving skills.
  • Exceptional interpersonal and communication skills.
  • Ability to manage multiple complex projects simultaneously.
  • Proficiency in legal research and drafting.
  • Strong leadership and team management capabilities.

This is a Florida-based business law firm. Its attorney team members are organized into four practice teams: the Administrative Law team, the Business Reorganization team, the Dispute Resolution team, and the Transaction team.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

Similar Jobs Near Me

View All Listings

Private Client Associate Attorney

 Florida - Miami

Title: Private Client Associate AttorneyJob Overview: A prestigious law firm in Miami, FL, is seeking a motivated Associate Attorney with 1-3 years of experience to join its expanding Private Client Practice Group. This role offers an opportunity to work in a dynamic environment that fosters professional growth and values collaboration. The ideal c....

View Job Post

Senior Attorney needed for Miami office

 Florida - Miami

A dedicated elder law firm in Miami, FL, is seeking an experienced Senior Attorney to join its team. This role involves managing a comprehensive caseload in estate planning, probate, guardianship, and real estate law, while mentoring junior associates in legal practice. This position is ideal for an attorney who enjoys advocating for elderly client....

View Job Post

Veterans Disability Attorney

 Florida - Miami

A law firm seeks a dedicated Veterans Disability Attorney to join its mission-driven team, providing essential legal support to veterans and their families. This role is ideal for an accredited VA attorney passionate about advocacy for veterans, with a commitment to delivering comprehensive legal care and guidance. The position involves managing a ....

View Job Post