Estate Planning

Estate Planning

Cancelled

Job Description

Hi, We are looking for a highly-rated and experienced attorney who has the combined skills of wealth management and estate planning. We would like to set up a will/living trust for our 17-year old child, taking into account various aspects of tax- implications of inter-generational transfer (e.g., capital gains tax, etc). Ideally, this person should be well-versed in estate law, tax law, and various financial investment vehicles. It would be a plus, if he/she is a fee-based financial planner/wealth manager. Thanks!