What are the responsibilities and job description for the Senior Estate Planning Attorney position at Knollwood Investment Advisory?
Knollwood Investment Advisory is a global investment firm outside of Baltimore, MD.
The firm was founded in 1990 and actively invests across public equities, credit, real assets, private equity, and venture capital.
About Us
Knollwood's venture platform consists of fund, direct, and secondary investment strategies that follow a disciplined approach to identifying best-in-class markets, teams, and ideas.
Leveraging three decades of experience and an extensive global network, Knollwood invests capital and expertise to best position its portfolio companies for rapid growth.
Job Description
We are seeking to add a Senior Estate Planning Attorney to our team in Baltimore, MD.
Candidate Responsibilities Include:
- Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
- Review and summarize trust and key estate planning documents.
- Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
- Manage 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, and preparation of associated documentation.
- Collaborate closely with senior leaders on complex legal matters and provide high-quality legal advice to clients.
- Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
- Advise clients on gifting strategies and rules.
- Stay updated on changes in estate planning laws and regulations.
- Provide exceptional client service and maintain strong client relationships.
- Implement and manage estate planning software to assist in estate planning.
Qualifications and Requirements:
- 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.
- Ability to provide excellent client service and manage client relationships with professionalism.