Trust and Estate Attorney

Job not on LinkedIn

September 24

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $175k - $225k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Attorney

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Wealth Management Group, LLC.

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Finance • Wealth Management • Financial Planning

Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.

2 - 10 employees

Founded 1998

💸 Finance

📋 Description

• Independently craft sophisticated estate plans for ultra-high net worth clients with assets exceeding $40 million, including drafting wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. • Spearhead succession planning to ensure seamless asset transfers, family business continuity, and estate tax minimization through cutting-edge strategies, with a focus on federal estate tax planning. • Independently draft and implement advanced estate tax planning vehicles, including sales to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Charitable Trusts (e.g., Charitable Lead Annuity Trusts or Charitable Remainder Trusts). • Design and execute out-of-state asset protection trusts to safeguard client assets. • Provide expert counsel on tax-efficient gifting, intergenerational wealth transfer, and asset protection, incorporating elder law considerations such as long-term care and Medicaid eligibility when relevant. • Conduct meticulous reviews of client financial portfolios to identify tax-saving opportunities and mitigate risks in high-value estates. • Collaborate with interdisciplinary teams, including financial advisors and accountants, to deliver bespoke strategies aligned with clients’ personal and familial aspirations. • Manage probate administration and trust oversight for complex estates, resolving disputes amicably or through litigation when necessary. • Stay ahead of evolving federal and state estate tax laws, offering proactive, informed guidance to clients on regulatory shifts. • Mentor junior team members and contribute to firm-wide knowledge-sharing through internal training or client education initiatives. • Uphold meticulous documentation and adhere to the highest ethical standards in all client interactions.

🎯 Requirements

• Juris Doctor (J.D.) degree from an accredited law school and active bar admission in any U.S. state. • Minimum of 10 years of experience as a T&E attorney at a large law firm, with a proven track record handling ultra-high net worth clients (assets exceeding $40 million). • Extensive expertise in independently drafting and executing sales to IDGTs, GRATs, QPRTs, Charitable Trusts, and out-of-state asset protection trusts. • In-depth knowledge of federal estate tax planning, including exemptions, portability, and state-specific nuances. • Proven ability to thrive in a remote work environment, with strong organizational and time-management skills to maintain standard business hours (approximately 40 hours per week for full-time, or flexible hours for part-time). • Outstanding communication skills, with a knack for explaining complex legal concepts with clarity and empathy to clients and families. • Proficiency in legal research tools, document drafting software, and virtual collaboration platforms. • Unwavering commitment to ethical practice, client confidentiality, and a client-centered approach.

🏖️ Benefits

• fully remote work options • flexibility with remote work • option to work full-time or part-time • performance-based bonuses tied to client retention and successful estate planning outcomes • pro-rated salary for part-time • significantly reduced stress and superior working environment • flexible hours