Description We are seeking an Attorney/Lawyer to join our investment advisory firm located in HUNT VALLEY, Maryland. In this role, you'll work closely with various teams and clients, focusing on estate planning and trust administration. This role offers an exciting opportunity to provide legal advice and manage estate planning for high-net-worth individuals and families.Our client offers exceptional benefits including bonus opportunity based on company performance and individual contribution, a generous contribution to your retirement account, medical coverage with a fully funded HSA and many other perks to help you meet your personal and professional goals. Responsibilities: Develop estate plans and draft essential documents such as wills, trusts, and power of attorney Conduct thorough reviews and summaries of trust and key estate planning documents Implement strategies to minimize estate tax for high-net-worth individuals and families Oversee the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes Negotiate, prepare, and finalize business transactions, including the formation of LLCs, corporations, and partnerships Collaborate with senior leaders to manage complex legal matters Advise clients on gifting strategies and rules Keep abreast of changes in estate planning laws and regulations Utilize estate planning software to assist in managing estate planning processes Deliver exceptional client service and maintain strong client relationships.Requirements 7-10 years of experience in estate planning, trust administration and/or estate administrationMaintain strong client relationships through excellent communication and follow-upStrong knowledge of estate tax laws and strategies for tax minimizationAbility to manage multiple complex projects efficiently and effectivelyExceptional written and verbal communication skills to engage with clients and colleaguesSolid understanding of key financial concepts and can communicate them effectively Thrive in collaborative environments and foster strong relationships within your teamQualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
