What are the responsibilities and job description for the Trusts and Estates Attorney position at Trandon Associates, Inc?
Job Description
Job Description
A law firm seeks an experienced trusts and estates attorney to join its team. This position provides sophisticated estate planning, tax strategy, and trust administration services for high-net-worth individuals, families, and fiduciaries.
Duties
- Advise high-net-worth clients on estate planning strategies, including tax-efficient wealth transfer, lifetime giving, and charitable giving plans.
- Handle the administration of estates and trusts, ensuring compliance with all relevant laws and regulations.
- Guide succession planning for closely held businesses and estate planning for retirement assets.
- Collaborate with multidisciplinary teams, including corporate, real estate, and litigation professionals, to meet client objectives.
- Develop creative and personalized solutions for complex trust and estate matters.
- Maintain high levels of client service, fostering trust and long-term relationships.
Requirements
