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Trusts & Estates Partner

Role overview

Qualifications

  • 8+ years of experience
  • Experience as a partner-level attorney in trusts and estates law

Responsibilities

  • Lead and grow a partner-level trusts and estates practice
  • Advise high-net-worth and ultra-high-net-worth individuals and families on complex estate, gift, and wealth transfer planning
  • Structure and advise family offices and private investment entities
  • Counsel clients on trust formation, administration, and fiduciary matters

About the company

Morgan Pinnacle Group logo

Morgan Pinnacle Group

Company details

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Job description

Trusts & Estates Partner - Remote USA

Full-time | Remote | Florida, California, Texas, New York, USA

About this role

Position Summary

A nationally recognized law firm is seeking a Trusts & Estates Partner to join and further expand its private wealth and family office practice. This role is intended for an established trusts and estates lawyer with a sophisticated, high-net-worth client base who is interested in growing within a collaborative national platform.

The incoming partner will work alongside highly regarded private wealth practitioners across multiple offices and will have access to deep internal support in tax, corporate, real estate, and litigation. This position offers the opportunity to provide holistic legal counsel to clients whose wealth planning needs are complex, multi-jurisdictional, and multi-generational.


Key Responsibilities

  • Lead and grow a partner-level trusts and estates practice
  • Advise high-net-worth and ultra-high-net-worth individuals and families on complex estate, gift, and wealth transfer planning
  • Structure and advise family offices and private investment entities
  • Counsel clients on trust formation, administration, and fiduciary matters
  • Develop succession plans for closely held businesses and investment structures
  • Address cross-border and international estate planning issues
  • Coordinate closely with tax, corporate, real estate, and litigation partners to deliver integrated client solutions
  • Build and maintain long-term advisory relationships with clients and their professional advisors


Client Profile

The firm's trusts and estates clients typically include:

  • High-net-worth and ultra-high-net-worth individuals and families
  • Family offices and private investment vehicles
  • Entrepreneurs, founders, and closely held business owners
  • Individuals and families with complex planning needs

The practice is intentionally focused on bespoke, high-value planning rather than mass-market wills and trusts.


Qualifications

  • 8+ years of experience
  • Experience as a partner-level attorney in trusts and estates law


Additional Information

  • Visa sponsorship not available


Remote Work Policy

This is a remote-first role. The firm's distributed model allows partners to work from anywhere while being fully integrated into a national and international firm.


Employment Type

Full-time


Location

Remote, Florida, California, Texas, USA, New York


About the Firm

The firm combines the client service, teamwork, and agility of a high-end boutique law firm with the multidisciplinary experience of a large global platform. Attorneys collaborate across corporate, litigation, tax, intellectual property, entertainment, and private client practices to serve clients with complex legal needs.

Clients range from emerging companies and entrepreneurs to financial institutions, family offices, and Fortune 100 organizations.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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