What are the responsibilities and job description for the Lateral Partner position at Capstone Search Partners?
The Opportunity: Partner (Wills, Trusts & Estates) 💎
Send resumes to: Hayley.Christina@Capstonesp.com
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About the Firm:
Our distinguished client is a prestigious, full-service law firm known for sophistication and an incredibly collaborative culture, client-focused approach, and longstanding reputation for excellence across diverse practice areas. The Wills, Trusts & Estates Division is recognized its delivering sophisticated, high-touch counsel to high-net-worth individuals, families, and fiduciaries.
The Opportunity:
We are actively seeking a dynamic and experienced Lateral Partner to join our expanding Wills, Trusts & Estates group. The ideal candidate is a trusted advisor with a portable book of business and a strong background in handling complex matters related to:
- Estate Planning
- Trust Administration
- Asset Protection
- Probate & Estate Administration
This is an exceptional opportunity for a Partner seeking to grow their practice in a highly respected platform with deep resources, cross-practice support, and a robust client base.
Key Responsibilities:
- Provide strategic counsel on estate and wealth planning for high-net-worth individuals and families
- Manage and administer complex trusts and estates
- Advise clients on asset protection structures and related legal considerations
- Oversee probate proceedings and fiduciary litigation as applicable
- Collaborate with colleagues across tax, corporate, and litigation teams to deliver comprehensive solutions
- Contribute to the growth and mentorship within the practice group
Qualifications:
- J.D. from an accredited law school and active membership in good standing with the relevant State Bar
- Minimum of 10 years of experience in trusts & estates law, ideally in a full-service or boutique private client practice
- Demonstrated success in business development with a portable book of business
- Strong interpersonal, analytical, and communication skills
- A client-first mindset and commitment to excellence