Estate and Trust Attorney
Location: Philadelphia, Pennsylvania
Description: West Capital Management is employing Estate and Trust Attorney right now, this position will be reside in Pennsylvania. Detailed specification about this position opportunity kindly read the description below. Company Overview:
Wealth management firm advising families and small- to midâ€sized institutional clients. Even in these trying market environments, we have continued to grow and is expanding its Pension and Estate department.
As working part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. You will be working closely with Advisors in helping our clients achieve their financial goals. This role would also be to coordinate and work with each client’s outside counsel to have the documents drafted and then implemented.
Responsibilities Include:
- Estate Planning Design. A core function of your role is to work with the rest of the West Capital Management team to develop a working estate plan for our clients. Most of our clients seek to minimize estate taxes through planning as well as seek asset protection from possible unforeseen creditors. You will be developing and presenting estate strategies to clients such as: GRATs, CRTs, ILITs, CLATs, FLP, private foundations, as well as utilizing other various trusts and estate structuring techniques.
- Complete Estate Review. For all clients you will be creating an Estate Summary and flow chart of the mechanics of their estate. As part of this review you will be reviewing their insurances for liability protection as well as titling of all assets and making appropriate recommendations.
- Estate Planning Implementation. Part of your role will be to help clients accomplish their estate plan. You will coordinate with client-outside counsel and draft the documents of your plan as well as review their work to help ensure it follows our client’s objectives, and work with the client’s accountant as well. Then you will work with our client to implement their plan.
- Working with Business Owners. Some of our clients consist of owners of closely held businesses. Part of your role will be to assist them in trying to reduce taxes as well as provide strategies for helping them to protect liability. Also as our clients continue to expand their businesses or divest their interests in a sale, you will be part of the planning team to help ensure the transaction fits with their overall family goal.
- Pension Plan Design. While helping our business owner clients in terms of designing pension plans (401k, New Comp, Profit Sharing, Defined Benefit, Executive Deferred Comp, and ESOP Plans), you will help our clients reduce fiduciary risk, realign goals and provide an overall better plan design. You would be performing this by working closely with ERISA lawyers and Third Party Administrators.
- Pension Plan Implementation. Once our client pension plans are up and running, you will be assisting Advisors in the ongoing maintenance of the Plans and helping to keep clients up-to-date on regulatory changes.
- Educational Workshops. As a subject matter expert you will be presenting to various forums with Advisors in helping to educate about estate and pension planning.
- Publishing Whitepapers. Part of your role will be to educate and promote the family office services of in doing so be published as a subject matter expert on estate and pensions.
- Experience working with Estates and Trusts
- Preferred LLM in Taxation
- Preferred but not mandatory, candidate should have a general understanding of pension and ERISA regulations
- Ability to clearly articulate design and planning techniques to clients and prospects
- Must be comfortable communicating directly with clients and have strong interpersonal skills
- Must be organized and possess great attention for detail
- Ability to work independently, yet possess flexibility to work well within a team
- Working knowledge about federal tax law
Required experience: 2 - 5 years Minimum required education: Bachelor's Degree Job category: Legal
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If you were eligible to this position, please send us your resume, with salary requirements and a resume to West Capital Management.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be started on: Sat, 08 Sep 2012 10:19:38 GMT
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