Law Firm Partner – Trusts & Estates

Law Firm Partner – Trusts & Estates

A prestigious firm’s highly rated Private Client practice group is adding a Partner to their team. The Partner will counsel high-net-worth individuals and family entities. The partner must be well experienced in estate gift generation-skipping transfers, domestic and international tax law, wealth management and estate planning for high net worth individuals and families. An advanced understanding of how to prepare and review gift tax and estate tax returns, and manage fiduciary accounting is also required. International tax and wealth transference experience is preferred.

The Partner must have a deep rooted client base and a movable practice with a minimum of $1MM in annual billings realized. Subject matter expertise in estate tax planning, estate administration, drafting estate planning documents, and administering estates is required. A minimum of ten (10) years’ experience in a sophisticated Trusts & Estates / Private Client practice group of a mid-sized or larger law firm is required.

Business development and cross selling skills are preferred. Ability to delegate and manage matters is required. Compensation (300K-450K) plus a percentage of originations is accompanied by a robust benefits package. JD degree and bachelor’s degree are required. Preferred LLM in tax and must be admitted in NY State (Fla. CT. and N.J. a plus).

J. Sheppard Associates represents talented attorneys, top tier law firms and corporations.

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