Estate Planning Partner
2 weeks ago
Interlink Talent Solutions is looking for a seasoned Estate Planning Partner to enhance their legal team. This role is crucial for guiding clients in safeguarding their assets and ensuring the well-being of their families through comprehensive planning.
Key Responsibilities:
- Formulate and execute tailored wealth-transfer strategies aimed at reducing gift and estate tax liabilities while protecting client assets.
- Deliver specialized legal counsel on various estate planning and elder law matters, including complex family trusts and international estate considerations.
- Prepare and evaluate critical estate planning documents such as Durable General Powers of Attorney, Advance Medical Directives, Last Wills and Testaments, and assorted trust agreements.
- Guide clients in effective strategies for minimizing federal and state estate taxes, including the establishment of charitable trusts and family foundations.
- Address unique planning needs, such as the development of Special Needs Trusts and customized guardianship arrangements.
Qualifications:
- Juris Doctor (JD) from an accredited institution.
- Demonstrated expertise in trusts and estates law with a history of favorable outcomes.
- In-depth understanding of applicable federal, state, and local regulations regarding estate planning and elder law.
- Proficient in managing multiple intricate cases and projects concurrently.
Benefits:
- Attractive compensation structure with performance incentives.
- Comprehensive health, dental, and vision insurance options.
- Retirement savings plan with employer contributions.
- Generous paid time off and holiday benefits.
Application Process:
Qualified candidates are encouraged to submit their resume along with a cover letter outlining their qualifications and business development experience.
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