What are the responsibilities and job description for the Estate Planning Partner/Senior Associate position at Falcon Rappaport & Berkman?
Estimated salary for this position is $140,000-$180,000 per year
Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate.
Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice.
Responsibilities will include, but not be limited to:
• Handling all stages of estate planning and trust administration
• Client intake and management
• Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
• Advising on various wealth transfer and asset protection strategies for high-net-worth clients
• Implementing strategies for reducing estate, income and risk mitigation strategies
• Preparing and reviewing technical memoranda for clients involving estate tax issues
• Competently handling complex estate planning matters in consultation with the estate planning team
• Researching various client issues, analyzing options and proposing best course of action
• Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
• Corporate experience a plus
• Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide
Requirements:
7 years experience minimum.
Proficiency in Microsoft Office required.
Foreign language skills a plus.
Real Estate Experience a plus
Evaluation of fraudulent transfer and voidable transaction a plus
Book is preferred but not required
Why work with us?
Robust benefits package.
Flexible work hours.
Collegial & communicative atmosphere.
Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate.
Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice.
Responsibilities will include, but not be limited to:
• Handling all stages of estate planning and trust administration
• Client intake and management
• Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
• Advising on various wealth transfer and asset protection strategies for high-net-worth clients
• Implementing strategies for reducing estate, income and risk mitigation strategies
• Preparing and reviewing technical memoranda for clients involving estate tax issues
• Competently handling complex estate planning matters in consultation with the estate planning team
• Researching various client issues, analyzing options and proposing best course of action
• Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
• Corporate experience a plus
• Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide
Requirements:
7 years experience minimum.
Proficiency in Microsoft Office required.
Foreign language skills a plus.
Real Estate Experience a plus
Evaluation of fraudulent transfer and voidable transaction a plus
Book is preferred but not required
Why work with us?
Robust benefits package.
Flexible work hours.
Collegial & communicative atmosphere.
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Salary : $140,000 - $180,000