Private Wealth Associate (Denver, CO)
Our client, an Am Law 100 firm, is seeking a mid-level Private Wealth Associate to join its Denver office. This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience who is looking to work on sophisticated wealth planning, tax, and estate administration matters within a nationally recognized private wealth practice.
The successful candidate will work on a wide range of complex matters, including estate planning, trusts and estates, tax analysis, gift and estate tax return preparation, entity selection and structuring, and governance issues involving LLCs, partnerships, and S-corporations. The role offers significant client contact, project management responsibilities, and the opportunity to work closely with high-net-worth individuals, families, business owners, and fiduciaries.
Responsibilities
- Draft sophisticated estate planning documents, including trusts, wills, and related instruments.
- Conduct legal research and tax analysis in connection with wealth transfer and estate planning strategies.
- Prepare and review gift and estate tax returns.
- Advise clients on entity selection, formation, governance, and succession planning matters.
- Manage complex projects and maintain direct client relationships.
- All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.