Estate Planning & Wealth Transfer Partner

Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group.

Requirements

• Portable book of business required.
• Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures.
• Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.
• Experience forming family entities to help with the management and control of family investments.
• Experience assisting 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.
• Strong interpersonal and communication skills.
• Exceptional leadership skills.
• A degree or background in accounting, business or finance is a plus.
• CPA, CFP and/or a LL.M. in taxation is strongly preferred.

Benefits

• Comprehensive benefit package and competitive salary
• Opportunity to step into meaningful client relationships and be a key component of the Firm’s succession plan.
• This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group.
• Emphasis on professional and business development.
• Low turnover, collegial and collaborative environment.
• Healthcare (medical, vision, dental), life and long-term disability insurance.
• Paid primary and secondary caregiver leave.
• Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine).