Estate Planning & Wealth Transfer Partner

Overview

Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.

Please note that this role allows a flexible work schedule with a hybrid remote / in-office presence.

Responsibilities

• Portable book of business required.
• Advise high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures.
• Plan for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.
• Form family entities to help with the management and control of family investments.
• Assist an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration.
• Serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle.
• Lead the Wealth Transfer Group and the Firm; capable of stepping into a leadership role and developing into a key member.

Qualifications

Benefits

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