The Business Attorney will lead virtual client meetings to provide tailored business planning strategies, including entity formation, governance, and succession planning. They will also collaborate with financial advisors and internal teams to ensure business plans are effectively coordinated with clients' broader estate plans.
The attorney will serve as the firm's primary authority on Private Placement Life Insurance (PPLI), managing suitability analysis, tax compliance, and complex trust structuring. They will also conduct independent due diligence on carriers and products while mentoring other attorneys and scaling the firm's advanced markets capabilities.
The attorney will conduct virtual client meetings to design and implement tailored estate planning strategies, including drafting wills and trusts. They will also collaborate with financial advisors and internal teams to ensure plans are properly coordinated and tax-efficient.
The role involves drafting and finalizing complex real property conveyance documents and coordinating entity formations across multiple jurisdictions. You will also manage deed execution logistics, resolve title discrepancies, and ensure compliance with state-specific recording requirements.
The attorney will guide clients through the estate planning process and lead virtual meetings to present tailored strategies. Responsibilities include drafting complex estate documents and collaborating with financial advisors to ensure effective plan implementation.
Facilitate the virtual estate planning process by managing secure online meetings and onboarding clients into the NetLaw system. Draft and review estate planning documents while coordinating communication between clients, attorneys, and financial advisors.
Design and deliver onboarding and training programs for legal staff while maintaining SOPs for estate planning practices. Conduct quality assurance reviews of client meetings and documentation to provide constructive feedback and improve firm-wide operational efficiency.
