Cross-Border Estate Planning Attorney

Creative Planning Inc

  • National
  • 30+ days ago

    Highlights

    S./UK cross-border estate planning matters • Ability to collaborate effectively with foreign counsel and advisors • Ability to present complex estate planning conc epts to clients in a clear and practical manner • Ability to draft and review estate planning documents with a great degree of accuracy PREFERRED EXPERIENCE / QUALIFICATIONS • LL.M. in Taxation or Estate Planning • Experience working with high-net-worth or ultra-high-net-worth clients • Licensed and in good standing with the bars of more than one state TECHNICAL SKILLS: • Proficiency in Microsoft Office preferred Salary Range: starting base up to $150k. Title: Cross-Border Estate Planning Attorney Location: USA Job Description: JOB SUMMARY The primary responsibility of the Cross-Border Estate Planning Attorney is to help clients with cross-border estate planning needs, including ac curate and coordinated estate plans that align with their wishes while accounting for both U.S. and foreign legal considerations.

    Numbers & Facts

    LocationNational

    Description

    Title: Cross-Border Estate Planning Attorney Location: USA Job Description: JOB SUMMARY The primary responsibility of the Cross-Border Estate Planning Attorney is to help clients with cross-border estate planning needs, including ac curate and coordinated estate plans that align with their wishes while accounting for both U.S. and foreign legal considerations. This role focuses on U.S.-based estate planning for clients with international ties and requires close collaboration with foreign counsel to ensure th e overall estate plan functions properly across jurisdictions. The Cross-Border Estate Planning Attorney will se rve as the primary advisor for the U.S. side of international estate planning matters, particul arly for clients with assets, residency, beneficiaries, or planning considerations spa nning multiple countries. A highly successful attorney in this role can simplif y complex international estate pla nning concepts for clients while collaborating effectively with fore ign advisors and maintaining a high level of technical accuracy. We do not accept resume submissions from third- party recruiters or sta ffing agencies. Please contact our recruiting team directly. JOB DUTIES • Serves as the primary point of contact for in ternational estate planning clients regarding U.S. estate planning matters • Advises clients on U.S. estate planning strategies involving international assets, beneficiaries, residency, and tax considerations • Collaborates closely with foreign estate pl anning attorneys and advisors to ensure coordinated and effective cross-border estate plans • Drafts and reviews sophisticated estate planning documents with a high degree of accuracy • Explain complex domestic and internationa l estate planning concepts clearly and effectively to clients • Assists in identifying and addressing potential cross-border estate, gift, trust, and inheritance planning issues • Maintains responsiveness to client questi ons and communications with same day or same day offer timing of response • Displays a positive attitude and willingness to adapt in a rapidly changing environment • Works collaboratively with internal wealth management teams and outside professional advisors • All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS • Juris Doctorate • Licensed and in good standing with the bar of at least one state • 7+ years of estate planning or related experience • Experience handling U.S. estate planning matters involving international or cross-border considerations, including familiarity with U. S./UK cross-border estate planning matters • Ability to collaborate effectively with foreign counsel and advisors • Ability to present complex estate planning conc epts to clients in a clear and practical manner • Ability to draft and review estate planning documents with a great degree of accuracy PREFERRED EXPERIENCE / QUALIFICATIONS • LL.M. in Taxation or Estate Planning • Experience working with high-net-worth or ultra-high-net-worth clients • Licensed and in good standing with the bars of more than one state TECHNICAL SKILLS: • Proficiency in Microsoft Office preferred Salary Range: starting base up to $150k

    Similar Jobs