International Wealth Planning Attorney

1 day ago


New York, New York, United States Jobot Full time
Job Title: International Wealth Planning Associate Attorney

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.
Qualifications:
  • 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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