Charitable Planning Attorney

6 days ago


Stamford, Connecticut, United States Jobot Full time
Job Opportunity

We are seeking a highly skilled Charitable Planning Attorney to join our team at Jobot. As a leading provider of innovative solutions for trusts and estates, we are committed to delivering exceptional results for our clients.

Job Summary

The successful candidate will be responsible for providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts. This will involve drafting, reviewing, and negotiating complex charitable giving agreements, as well as advising clients on the legal and tax implications of their charitable giving strategies.

Key Responsibilities
  • Provide expert legal advice on charitable planning, including the establishment and operation of charitable organizations and trusts.
  • Draft, review, and negotiate complex charitable giving agreements.
  • Advise clients on the legal and tax implications of their charitable giving strategies.
  • Collaborate with other attorneys, tax advisors, and financial planners to develop comprehensive charitable planning strategies for clients.
  • Stay up-to-date with the latest developments in charitable planning law and tax regulations.
  • Represent clients before regulatory bodies and in legal proceedings as necessary.
  • Promote the firm's charitable planning services through various marketing and business development activities.
Requirements
  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the Florida Bar, New York Bar, or Connecticut Bar.
  • Minimum of 5 years of legal experience, with a strong focus on charitable planning.
  • Proven track record of successfully advising clients on charitable planning matters.
  • Excellent legal research, drafting, and negotiation skills.
  • Deep understanding of the legal and tax issues related to charitable giving.
  • Strong interpersonal skills, with the ability to build relationships with clients and colleagues.
  • Ability to work independently, manage multiple projects simultaneously, and meet tight deadlines.
  • Commitment to maintaining the highest standards of professional ethics and integrity.
What We Offer
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


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