Salary: USD150000 - USD170000 per annum A leading employee-owned wealth management firm overseeing more than $2B in AUM is seeking an experienced Estate Planning Attorney to lead its estate planning function in Upstate NY. This is a unique opportunity to work alongside financial advisors and CPAs to deliver a fully integrated wealth planning experience for high-net-worth clients. The role offers a highly entrepreneurial platform for an attorney looking to establish and grow a sophisticated estate planning practice while serving as a trusted advisor on complex wealth transfer, tax, trust, and estate planning matters. The successful candidate will play a key role in the firm's long-term vision of providing comprehensive in-house planning services under one roof. Key Responsibilities: Advise high-net-worth clients on estate planning, wealth transfer, charitable giving, retirement planning, and related matters Draft and oversee sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related instruments. Partner closely with financial advisors, accountants, insurance professionals, and other client stakeholders to develop coordinated planning strategies. Identify estate planning opportunities and provide customized solutions to meet clients' personal, tax, and legacy planning objectives. Establish and operate a separate legal entity responsible for drafting and executing estate planning documents. Participate in business development, client education initiatives, public speaking engagements, seminars, and thought leadership efforts. Required Background: J.D. and 5+ years of experience advising high-net-worth individuals on sophisticated estate planning matters. Experience drafting complex wills, trusts, powers of attorney, premarital agreements, and related estate planning documents. Knowledge of estate taxation, trust administration, and estate settlement matters. Entrepreneurial mindset with the ability and willingness to build and lead a standalone estate planning practice. Strong communication, client management, and relationship-building skills. Candidates seeking a unique opportunity to build and lead an estate planning practice within a growing wealth management platform are encouraged to apply for immediate consideration. #J-18808-Ljbffr
Our house is located on the lake with fantastic views of the lake. Quiet in the winter with plenty of space. Our 13 year old cat would need petting and twice daily feeding. Very friendly cat who loves all people.Please visit to view full details and to apply. Lots of...
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