What are the responsibilities and job description for the Wealth Preservation Attorney position at Hire Integrated?
About the Role
We are seeking a highly skilled Attorney with expertise in high-net-worth estate planning, trust and estate law, or a closely related field.
The ideal candidate will possess strong analytical and problem-solving skills, excellent written and verbal communication, and the ability to build and maintain strong client relationships.
Key Responsibilities
- Lead the development of comprehensive estate plans, incorporating trusts, wills, powers of attorney, and other relevant legal instruments.
- Analyze complex legal and financial situations, identifying potential risks and opportunities, and developing strategies to minimize tax liabilities and maximize wealth transfer.
- Collaborate with clients, financial advisors, and other professionals to provide seamless and integrated service delivery.
- Maintain accurate records and ensure compliance with all relevant laws and regulations.
