The attorney will conduct virtual client meetings to present tailored estate planning strategies and draft complex legal documents such as wills and trusts. They will also collaborate with financial advisors and internal teams to ensure effective implementation of estate and tax plans.
The attorney will conduct virtual client meetings to provide estate and tax planning advice while drafting essential legal documents like wills and trusts. They will also collaborate with financial advisors and internal teams to ensure effective plan implementation and client service.
The Business Attorney will build out the firm's business planning practice by guiding clients through entity formation, governance, and succession planning. They will also coordinate these business strategies with broader estate plans while maintaining strong relationships with financial advisors.
