What are the responsibilities and job description for the Trust & Estates Associate position at Russell Tobin?
A highly regarded law firm in Washington, DC is seeking a Trusts & Estates Associate with 5–8 years of experience to join its growing Private Client practice. This is an excellent opportunity to work with high- and ultra-high-net-worth individuals and families on sophisticated estate planning and wealth transfer matters.
The ideal candidate will have strong experience advising clients on complex tax planning strategies, trust and estate administration, and business succession planning while collaborating with a team of experienced attorneys and advisors.
Key Responsibilities
- Advise high- and ultra-high-net-worth clients on sophisticated estate and wealth transfer planning strategies
- Draft and implement estate planning documents, including wills, revocable and irrevocable trusts, and related planning vehicles
- Handle trust and estate administration, including probate matters and post-death planning
- Assist clients with gift, estate, and generation-skipping transfer (GST) tax planning
- Support business succession planning for closely held businesses and family enterprises
- Work closely with clients, accountants, financial advisors, and other professional advisors
Qualifications
- 5–8 years of experience in Trusts & Estates / Private Client practice
- Significant experience with estate planning for high- and ultra-high-net-worth individuals
- Strong background in tax planning, trust and estate administration, and wealth transfer strategies
- Experience with exempt organizations (beyond charitable giving) is a plus
- LL.M. in Taxation preferred
- DC Bar admission required (or must obtain upon hire)
- Maryland and/or Virginia Bar admission preferred or willingness to obtain