International Wealth Planning Attorney
1 day ago
We are seeking a highly skilled and experienced International Wealth Planning Associate Attorney to join our team. This role provides an exciting opportunity to work with high-net-worth clients on complex international wealth planning matters.
Responsibilities:- Provide comprehensive legal advice to high net worth clients on international wealth planning.
- Prepare and review legal documents including wills, trusts, estate plans, and other related documents.
- Stay updated with the latest changes in the U.S. estate and gift tax laws, grantor trust rules, and transfer tax rules.
- Develop and implement strategies to minimize tax liabilities and maximize wealth preservation for clients.
- Collaborate with internal teams and external advisors to provide holistic wealth management solutions.
- Conduct legal research and analysis to support decision-making.
- Ensure compliance with all legal and regulatory requirements in the execution of wealth planning strategies.
- Provide support in dispute resolution and litigation related to estate and trust matters.
- Juris Doctor (JD) degree from an accredited law school with strong academic credentials is preferred.
- An advanced law degree (LLM) in Taxation is highly preferred.
- A minimum of 2 years of experience in international wealth planning, with a focus on high net worth clients.
- Extensive knowledge of U.S. estate and gift tax laws, grantor trust rules, and transfer tax rules.
- Proven experience in drafting and reviewing legal documents including wills, trusts, and estate plans.
- Excellent research, analytical, problem-solving, and decision-making skills.
- Outstanding verbal and written communication skills.
- Ability to work effectively in a fast-paced, high-pressure environment.
- Strong interpersonal skills with the ability to build relationships with clients and team members.
- Membership in good standing with the New York state bar.
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