Lido Advisors, LLC is a wealth management firm serving high-net-worth individuals, entrepreneurs, charities, and media personalities through a personalized family office approach. Founded in 1999, the company combines financial planning, investment management, and strategic tax and estate planning coordination to help clients protect, grow, and preserve their wealth. Lido manages more than $20 billion in assets and works with affiliated legal and tax professionals when clients need services beyond its own offering. With a team of 201–500 employees and 33 offices across the United States, Lido Advisors provides a range of opportunities within private wealth management, finance, consulting, and related services.
Senior Estate Planning Lawyer (Remote, United States)
Advise Lido Advisors’ high-net-worth and ultra-high-net-worth clients on trusts, wills, and sophisticated estate strategies. Collaborate with wealth advisors and external counsel on complex, multistate planning matters.
Description
- Deliver comprehensive estate planning advice to clients and internal advisors
- Create and execute advanced planning strategies for high-net-worth and ultra-high-net-worth individuals
- Review wills, trusts, powers of attorney, advance directives, and related documents
- Oversee engagements from the initial consultation through drafting, signing, and implementation
- Serve as the estate-planning subject matter expert for Wealth Managers and Advisors
- Explain estate-planning concepts and recommendations clearly to clients
- Address complex legal and financial considerations, including potential tax consequences
- Coordinate with outside counsel and other advisors on complex, multistate, cross-disciplinary matters
- Stay current on legal developments relevant to the practice
- Track legislative, regulatory, and case-law changes
- Revise planning approaches and document templates as developments require
Requirements
- Bachelor’s and Juris Doctor degrees
- At least seven years of relevant professional experience
- Extensive estate-planning experience involving trusts, wills, advance medical directives, and high-net-worth and ultra-high-net-worth clients
- Proven ability to resolve complex estate-planning challenges successfully
- Strong communication and influence skills for addressing complex matters
- Advanced analytical and problem-solving abilities
- Excellent written and spoken communication
- Highly organized, technically proficient, and capable of leading teams effectively
- Working experience with Excel, Word, Outlook, Salesforce, and PowerPoint
Benefits
- Flexible working arrangements
- Opportunities for personal and professional development
- A collaborative culture focused on supporting colleagues, communities, and clients