Mid/Senior-Level International Wealth Planning Associate Attorney – San Diego, CA

Alchemy Legal - San Diego, CA

Mid/Senior-Level International Wealth Planning Associate Attorney – San Diego, CA

The Department

We act for individual family members and advise family offices in the provision of services to them. We have a deep understanding of personal tax and succession planning, including assisting in creation of wills and establishing trusts and other wealth holding structures, as well as cross-border migration, an increasingly important issue for wealthy international families in today’s global economy. We aim to help individual family members, and the family as a whole, maximize tax savings and take advantage of opportunities to consolidate and grow their wealth.

The Role

The focus of this role will be advising high net worth individuals and family businesses on tax, trust and estate, business succession matters.

Key skills and experience

  • Strong academic credentials (JD required; LLM is a plus)
  • Minimum 5+ years' of relevant law firm experience
  • Strong drafting, writing and communication skills
  • Experience drafting wills and trusts
  • Exposure to sophisticated wealth planning structures for international families
  • Some knowledge of income and transfer tax rules affecting non-U.S. residents with U.S. income and/or assets, and U.S. residents with foreign income and/or assets
  • Some knowledge of rules applicable to income taxation of complex non-U.S. trusts and their beneficiaries
  • Experience with pre-immigration and expatriation planning a plus
  • Strong project management ability; ability to balance a large number of competing priorities
  • Experience with Excel and PowerPoint a plus
  • Attention to detail
  • Team Player

About Law firm

Firm has been acting for successful individuals, families and institutions for over 100 years. We advise clients on their business and personal legal needs both at home and abroad. In this fast moving and increasingly regulated world, the need for integrated and timely advice has never been more urgent.

We are recognized as the only international law firm for successful people, their families, their businesses and their philanthropic work. With offices in Europe, Asia, the United States and the Caribbean, we provide coverage that other law firms focused on the individual cannot.

With over 150 partners and more than 450 other lawyers, we have unparalleled expertise in commercial, tax, trusts, estate planning, financial services, litigation and arbitration, real estate, charities, employment, family law and other legal issues facing individuals and their families. The firm has advised 42% of the top 100 UK Sunday Times Rich List and over 20% of the top 100 US Forbes list, as well as numerous families in Asia.

 

Compensation will be commensurate with experience, salary is flexible depending on the candidate

Prestigious law firm provides great environment and working atmosphere.

To hear more (confidentially of course), please email your resume along with salary expectations.

Thank you!

Phillip Prodehl

Alchemy Legal

Nationwide Legal Recruitment and Placement

pvp(at)alchemylegal(dot)com



Posted On: Thursday, July 22, 2021



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