Estate Planning Associate Job at Robert Half (Westwood)

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Planning Associate

Unique opportunity for an experienced Planning Associate to join a Top tier firm...

Location

United Kingdom , London

Salary:

115000.00 - 145000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

An experienced solicitor with at least 3 years PQE
Strong understanding of English planning system and environmental regulations
Must possess experience of planning appeals and inquiries
Excellent organisation and time management skills are essential
Excellent communication and interpersonal skills

Job Responsibility

Provide guidance on planning and environmental matters related to real estate, corporate, and financing transactions
Conduct due diligence
Prepare comprehensive reports
Negotiate key contractual provisions such as planning and environmental warranties, indemnities, and both conditions precedent and subsequent

What we offer

Agile/flexible working
25 days annual leave plus bank holidays
Private medical insurance
Life insurance
Discounted health and wellbeing memberships

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

Boutique Private Client Associate

The firm counsels ultra-high net worth clients in complex and high-stakes disput...

Location

United States , New York City

Salary:

175000.00 - 215000.00 USD / Year

Lord Gurman & Lewis

Expiration Date

Until further notice

Requirements

About one to four years of experience in estate planning, real estate, or corporate law
BigLaw or equivalent background
Strong academic credentials
New York bar admission

Job Responsibility

Review and preparation of legal documents including wills, trusts, LLC agreements, powers of attorney, and healthcare directives
Drafting prenuptial and postnuptial agreements and out-of-court settlement agreements
Estate and trust administration matters
Legal research on related private client issues

What we offer

Discretionary bonus
Collegial atmosphere with many former BigLaw attorneys
Sophisticated clientele and complex, high-stakes matters

Fulltime

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...

Location

United Kingdom , Guildford

Salary:

70000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
STEP qualification is highly desirable
Strong technical understanding across estate planning, trusts, probate, and tax matters
Confident managing a full caseload independently with high attention to detail
Empathetic, personable, and professional in supporting clients during emotionally challenging periods
A genuine interest in mentoring and team development

Job Responsibility

Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
Handle significant estates with professionalism, discretion, and attention to detail
Support and mentor junior lawyers within the team, fostering professional development
Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector

What we offer

Hybrid working available
28 days annual leave plus bank holidays
Private medical insurance, income protection and life assurance
Firmwide bonus scheme and generous pension contributions
Excellent career progression with a top regional firm

Fulltime

Estate Planning Senior Associate

High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner....

Location

United States , Westwood

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
Interest in partnership track with potential for long-term growth
Licensed to practice law in California

Job Responsibility

Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
Conduct in-depth tax research and provide strategic recommendations

What we offer

Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
Simple IRA with firm matching contributions up to 3% of salary
18 days (144 hours) PTO accrued annually
Paid parking
Paid State Bar membership and other professional dues
Pre-approved CLE
Opportunity to build a successful personal client book
Sophisticated, well-known clientele and high-touch advisory work
Low firm-wide billable expectations promote work-life balance
Mentorship from senior partners

Fulltime

Estate Planning Senior Associate

Well-established Westwood-based business advisory law firm has evolved into a pu...

Location

United States , Westwood

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
Interest in partnership track with potential for long-term growth
Licensed to practice law in California

Job Responsibility

Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
Conduct in-depth tax research and provide strategic recommendations

What we offer

Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
Simple IRA with firm matching contributions up to 3% of salary
18 days (144 hours) PTO accrued annually
Paid parking
Paid State Bar membership and other professional dues, as applicable
Pre-approved CLE
10% origination fee on collections from clients originated by you (payable year-end)
Guaranteed bonus on collections (10%) plus discretionary bonus

Fulltime

Private Client Senior Associate

A legal 500 firm in Slough is seeking a Private Client Senior Solicitor to work ...

Location

United Kingdom , Slough

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Ability to work independently and as part of a team
Ability and desire to grow client base to generate business for the firm
Able to hit the ground running and deal with all Private Client matters from beginning to end with minimal supervision
Ability to meet fee earning targets
Full STEP qualification is desirable but not essential
Minimum 2:1 degree and/or a Commendation from their LPC
Must have trained and practiced in an established and reputable law firm
5+ years PQE as a Private Client solicitor

Job Responsibility

Manage and grow the Private Client department
Handle a variety of Private Client matters including wills and probate, complex tax and estate planning, court of protection, lasting powers of attorney, and Trusts
Work with high net worth individuals
Meet fee earning targets
Contribute to business growth for the firm

What we offer

Above market rate salary depending on experience
High quality workload with a high level of autonomy
Opportunity to work in a collegiate environment with a focus on work-life balance
Genuine future partnership prospects

Fulltime

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