This job is closed

We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

Interlink Recruitment Limitedposted 7 months ago
Full-time • Senior
Saint Petersburg, FL
Resume Match Score

About the position

The Trust & Estates Partner role is a senior position focused on leading and expanding the Wealth Strategies practice. This position is designed for a highly skilled professional with extensive experience in trust and estate planning, aimed at providing strategic solutions to high-net-worth individuals and families. The role emphasizes client relationship management and the ability to navigate complex estate issues, ensuring clients secure their financial legacies.

Responsibilities

  • Lead the Trust & Estates practice, providing strategic wealth management solutions for high-net-worth clients.
  • Draft and execute essential legal documents such as wills, trusts, and powers of attorney.
  • Advise on and manage asset protection, tax avoidance, charitable planning, and business succession.
  • Handle complex estate and tax issues, including IRS audits and elder law.
  • Drive business development and maintain client relationships.
  • Supervise and mentor junior attorneys and support staff.

Requirements

  • JD degree with state bar admission.
  • 10+ years of experience in trust and estate planning.
  • Expertise in wealth strategies, estate tax law, and elder law.
  • Strong client management and communication skills.
  • Proven leadership and business development experience.

Benefits

  • Competitive compensation and partnership opportunities.
  • Comprehensive health and retirement benefits.
  • Paid time off and flexible work arrangements.
  • Professional development and continuing education support.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service