Trust and Estate Attorney

Juris Doctor (J.D.) degree from an accredited law school Active bar admission in any U.S. state Minimum 10 years of experience as a T&E attorney at a large law firm Proven track record with ultra-high net worth clients (assets > $40 million) Extensive expertise in drafting and executing sales to IDGTs, GRATs, QPRTs, Charitable Trusts, and asset protection trusts In-depth knowledge of federal estate tax planning Proven ability to thrive in a remote work environment Strong organizational and time-management skills Outstanding communication skills

Craft sophisticated estate plans for ultra-high net worth clients (assets > $40 million) Spearhead succession planning and estate tax minimization Draft and implement advanced estate tax planning vehicles Design and execute out-of-state asset protection trusts Provide counsel on tax-efficient gifting and wealth transfer Review client financial portfolios for tax-saving opportunities Collaborate with financial advisors and accountants Manage probate administration and trust oversight Stay updated on federal and state estate tax laws Mentor junior team members