Associate Attorney - Private Client & Wealth Management

The Merker Group (a well respected National legal recruiting firm), is working on a role for a one of our top Am Law 100 firms in search of a sophisticated practitioner to represent a diverse portfolio of elite clients, including founders of emerging tech companies, principals at leading investment funds (PE/Hedge), and multi-generational high-net-worth families.

You will serve as a primary legal counselor, managing the intersection of personal wealth, corporate structure, and long-term legacy planning.

Key Responsibilities

• Strategic Advisory: Counsel clients on the full spectrum of financial affairs, including high-level estate and income tax optimization, corporate restructuring, and the governance of family offices and private trust companies.
• Advanced Wealth Transfer: Design and implement complex vehicles such as GRATs, SLATs, ILITs, and DIGTs to maximize tax efficiency and mitigate future disputes.
• Fiduciary Administration: Lead all aspects of estate and trust administration, including sophisticated modification strategies like trust decanting, mergers, and nonjudicial settlement agreements.
• Philanthropic Impact: Facilitate complex charitable goals through the establishment of private foundations, donor-advised funds (DAFs), and major grant arrangements.
• Tax Compliance: Oversee the preparation of intricate federal filings (e.g., Forms 706 and 709), navigating specialized tax code provisions such as GST allocations and payment extensions under Sections 6161 and 6166.