Falcon Rappaport & Berkman is seeking a Trust and Estates Planning Associate.
Falcon Rappaport & Berkman is a rapidly growing law firm, focusing on the areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate matters. As our business expands, so does our need for assistance to our partners in managing these transactions.
Requirements: 5 years' experience minimum
Responsibilities will include, but not be limited to:
Handling all stages of estate planning and trust administration
Client intake and management
Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
Advising on various wealth transfer and asset protection strategies for high-net-worth clients
Implementing strategies for reducing estate, income and property taxes
Preparing and reviewing technical memoranda for clients involving estate tax issues
Competently handling complex estate planning matters with minimal supervision
Researching various client issues, analyzing options and proposing best course of action
Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
Corporate experience a plus
Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide