Associate Attorney
- Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate
- Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning
- Meet with clients to understand their unique goals and assets
- Be a trusted advisor to clients and build relationships
- Grow portfolio of clients
- Deepen networks
- Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations
- Represent clients in court proceedings, hearings, and negotiations as necessary
- Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives
- Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets
- Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives
- Advise clients on tax implications, asset protection strategies, and charitable giving options
- Review and update existing estate plans as needed
- Draft and revise legal documents with accuracy and attention to detail
- Ensure all documents comply with applicable state and federal laws
- Explain complex legal concepts to clients in a clear and understandable manner
- Obtain client signatures and witness documents as required
- Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance
- Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies
- Maintain accurate and organized case files, documentation, and correspondence
- Build and maintain strong client relationships through responsive communication and exceptional service
- Respond to phone calls, texts, and e-mails in a timely fashion
- Follow and adhere to Company policies, procedures, and guidelines
- Willing to learn the industry and help us maintain and grow our marketplace position
- Attend business meetings and trainings as required
- Perform other administrative tasks and special projects as assigned