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Robert Half | Attorney | minneapolis, mn

1 month ago

minneapolis, United States Robert Half Full time

DescriptionKey Responsibilities:Assist high net worth clients in the full range of wealth preservation and estate planning services.Develop comprehensive plans including wills, trusts, powers of attorney, beneficiary designations etc.Collaborate closely with clients, accountants, and financial advisors to design an optimized estate plan in line with the client's goals.Provide consistent advice and consultation on matters related to trust planning, charitable giving, and wealth preservation with the objective to grow and protect assets.Effectively communicate complex legal matters to clients while being sensitive to their needs.Stay abreast of current estate laws, tax alterations, and relevant regulations affecting estate planning.Maintain full discretion and confidentiality of sensitive information.RequirementsPreferred Qualifications:Juris Doctor (JD) degree from an accredited law school and a license to practice in MinnesotaConsiderable experience in estate planning for high net worth individuals.Extensive knowledge of estate tax laws, trust, and probate administration.Excellent analytical, negotiation, and communication skills.Ability to address and prioritize multiple client needs and deliver results in a fast-paced environment.Strong interpersonal skills with a client service-oriented approach.Ability to work independently and as part of a team.Preferred candidates will have a transportable book of business and are willing to build and maintain client relationshipsJob typePerm