Estate Planning Lawyer

🔥 5 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Attorney / Lawyer

👻 Ghost score 10%

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• Partner with advisors and clients to provide comprehensive estate planning • Develop and implement sophisticated estate planning strategies for high-net-worth and ultra-high-net-worth clients • Review estate planning documents, including wills, trusts, powers of attorney, and advanced directives • Manage estate planning engagements from initial consultation through drafting, execution, and implementation • Partner with Wealth Managers and Advisors as the estate-planning subject matter expert • Educate clients on estate-planning matters • Navigate complex legal and financial issues relating to estate planning and potential tax implications • Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary matters • Keep up to date with legal issues affecting areas of practice • Monitor legislative, regulatory, and case-law developments • Update planning strategies and document templates accordingly

🎯 Requirements

• Bachelor's degree and Juris Doctor degree • Minimum of 7 years of relevant experience • Deep experience in estate planning, including trusts, wills, advance medical directives, and work with high-net-worth and ultra-high-net-worth individuals • Demonstrated successful results navigating and solving complex estate planning matters • Sophisticated communication and influencing skills on complex issues • Strong analytical and problem-solving skills • Excellent written and verbal communication skills • Highly organized, technically strong, and an enthusiastic, effective team leader • Experience with Excel, Word, Outlook, Salesforce, and PowerPoint

🏖️ Benefits

• Flexible work environment • Supports personal and professional growth • Culture of supporting each other, communities, and clients