Estate Law Specialist

1 week ago


Baltimore, Maryland, United States Jobot Full time
Wealth Management Attorney Role

Jobot is seeking a talented Wealth Management Attorney to join our esteemed legal team. Our firm is dedicated to delivering exceptional estate planning solutions tailored to the needs of our clients.

Key Responsibilities:
  • Prepare and evaluate a variety of estate planning instruments, including wills, trusts, and powers of attorney.
  • Provide legal counsel to affluent clients regarding tax-efficient methods and wealth transfer strategies.
  • Manage probate processes and trust administration tasks.
  • Support clients in estate and gift tax strategies, charitable giving, and business succession planning.
  • Remain informed about the latest developments in estate planning legislation and regulations.
Qualifications:
  • Possession of a Juris Doctor (J.D.) degree from a recognized law institution.
  • Licensed to practice law in Maryland.
  • A minimum of 3 years of relevant experience in estate planning, particularly with high net worth estates and trusts.
  • In-depth understanding of federal and state tax regulations related to estate planning.
  • Outstanding communication abilities to convey intricate legal concepts effectively.


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