Senior Estate Planning Attorney

3 weeks ago


Cockeysville, United States Robert Half Full time
Job DescriptionJob Description

We are seeking an Attorney/Lawyer to join our investment advisory firm located in HUNT VALLEY, Maryland. In this role, you'll work closely with various teams and clients, focusing on estate planning and trust administration. This role offers an exciting opportunity to provide legal advice and manage estate planning for high-net-worth individuals and families.


Our client offers exceptional benefits including bonus opportunity based on company performance and individual contribution, a generous contribution to your retirement account, medical coverage with a fully funded HSA and many other perks to help you meet your personal and professional goals.


Responsibilities:

• Develop estate plans and draft essential documents such as wills, trusts, and power of attorney

• Conduct thorough reviews and summaries of trust and key estate planning documents

• Implement strategies to minimize estate tax for high-net-worth individuals and families

• Oversee the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes

• Negotiate, prepare, and finalize business transactions, including the formation of LLCs, corporations, and partnerships

• Collaborate with senior leaders to manage complex legal matters

• Advise clients on gifting strategies and rules

• Keep abreast of changes in estate planning laws and regulations

• Utilize estate planning software to assist in managing estate planning processes

• Deliver exceptional client service and maintain strong client relationships.

7-10 years of experience in estate planning, trust administration and/or estate administration

Maintain strong client relationships through excellent communication and follow-up

Strong knowledge of estate tax laws and strategies for tax minimization

Ability to manage multiple complex projects efficiently and effectively

Exceptional written and verbal communication skills to engage with clients and colleagues

Solid understanding of key financial concepts and can communicate them effectively

Thrive in collaborative environments and foster strong relationships within your team


Qualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page.



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