Palm Beach County – High net worth Individuals Private Wealth Trust & Estates
We are seeking a senior attorney with experience servicing high net worth individuals and businesses.
This is a tremendous opportunity to come in at a senior level at a very well established law firm and be the key contact for high caliber accounts.
Seeking an attorney with 5 plus years experience in either “advanced estate planning “ at a trust & estates firm, or private wealth sector or trust department at a bank, or with small business representation or real estate experience.
Responsibilities :
- Work with business owners and officers in optimal business organization and operations, exit planning, mergers and acquisitions, buy-sell agreements, contracts and licenses, partnerships and joint ventures, venture capital, private placements, public offerings, asset-based lending, and daily operations and corporate governance
- Assist Limited Liability Companies (LLCs) and Family Limited Partnerships (FLPs) are sophisticated planning devices that require careful consideration and implementation.
- Asset Protection
- Discounted Valuations and Potential Reduction in Taxes
- Consolidation of Assets to Facilitate Management
- Financial Tutelage and Efficient Wealth Transfer
- Wills and Revocable Trusts
- Disability Planning and Advance Directives
- Durable Powers of Attorney
- Health Care Directives
- Living Wills
- Nominations of Preneed Guardian
- Work to minimize estate tax and other at-death expenditures. Individualized planning and precise legal documents
We are seeking an attorney who can see the big and whole picture of individual’s financial and personal circumstances.
Commensurate with experience position can possibly be hybrid or remote.
Please send resume to Tom@TopLawJobs.com
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