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This position is focused on supporting high-net-worth individuals, families, and privately held businesses with tailored trusts and estates strategies to preserve wealth and plan for future generations. The ideal candidate will contribute to a collaborative environment, working closely with partners while managing comprehensive legal and financial strategies.
Job Responsibility:
Assist in the creation and management of trusts, estate plans, and investment strategies for high-net-worth clients
Collaborate with accountants and tax professionals to develop tax-efficient legal structures and strategies
Draft, review, and tailor legal documents to meet the unique needs of clients
Ensure compliance with relevant laws and regulations while maintaining client confidentiality
Provide guidance to clients on wealth preservation and succession planning across multiple generations
Analyze and prepare contracts and other legal documentation with a focus on trusts and estates
Manage ongoing relationships with clients, addressing their evolving legal needs
Conduct research on tax jurisdictions and financial policies to optimize client benefits
Shadow partners to gain deeper insights into firm practices and client management
Participate in regular client meetings to understand goals and provide strategic legal advice
Requirements:
Active DC Bar membership is required
Demonstrated experience in trusts and estates law, including drafting and managing complex legal documents
Familiarity with high-net-worth estate planning and wealth management strategies
Strong knowledge of tax law and its application within estate planning
Ability to work collaboratively with a team of legal and financial professionals
Excellent written and verbal communication skills
Willingness to work primarily in-office, with occasional remote flexibility
What we offer:
medical, vision, dental, and life and disability insurance