What are the responsibilities and job description for the Private Wealth Services Counsel Attorney position at Direct Counsel?
Direct Counsel is seeking a Counsel attorney with 10 years of trusts and estates experience to join an Am Law 100 firm's nationally recognized Private Wealth Services practice within its Tax & Employee Benefits Department. The position is based in Washington, D.C., with consideration for candidates in Richmond, Virginia.
This opportunity is ideal for an experienced trusts and estates attorney with a background in sophisticated estate planning, wealth transfer tax matters, trust and estate administration, and fiduciary counseling. The practice advises individuals, families, and closely held businesses on complex wealth preservation, tax, and succession planning matters.
Responsibilities:
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Advise individuals and closely held businesses on sophisticated estate and wealth transfer planning matters.
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Develop estate planning strategies to address clients' short- and long-term financial and succession goals.
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Counsel clients on estate tax, gift tax, and generation-skipping transfer (GST) tax issues.
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Handle trust and estate administration matters.
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Provide fiduciary advice and guidance on complex wealth management issues.
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Advise clients on tax-efficient wealth preservation and succession planning strategies.
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Collaborate with clients, business professionals, and other legal teams to develop comprehensive private wealth solutions.
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Leverage innovative legal technology platforms to support research, document drafting, and strategic client counseling.
Qualifications:
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10 years of relevant experience in a trusts and estates practice.
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Substantial experience with sophisticated estate planning and wealth transfer tax matters.
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Experience handling trust and estate administration and fiduciary counseling.
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Strong working knowledge of estate tax, gift tax, and GST tax issues.
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Excellent interpersonal skills and ability to interact effectively with clients, business professionals, and legal teams.
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Strong academic credentials and excellent written and oral communication skills.
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Active admission to the District of Columbia Bar required.
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Willingness to adopt and work with innovative legal technology platforms.
Locations: Washington, D.C.; Richmond, Virginia.
Compensation: $350,000-$450,000 annually, plus competitive benefits and opportunities for merit-based bonuses.
Salary : $350,000 - $450,000