Trust and Estate Attorney

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🕒 May 12

🗽 New York – Remote

🗽 New York – Remote

💵 $175k - $225k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Attorney / Lawyer

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Wealth Management Group, LLC.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 1998

💸 Finance

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.

📋 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, with a robust history of implementing these strategies in prior roles. • In-depth knowledge of federal estate tax planning, including exemptions, portability, and state-specific nuances, with New York-specific experience not required. • 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). • Preference for seasoned or senior attorneys seeking to step away from high-intensity large firms to prioritize lifestyle, family, or personal pursuits. • 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 rooted in empathy and long-term relationship building.

🏖️ Benefits

• generous performance-based bonuses tied to client retention and successful estate planning outcomes • work-life balance • ultimate flexibility with remote work options • professional fulfillment