Wills, Estates & Trusts Associate / Junior Partner

Job Description

The Counsel Network, a Caldwell Company has been retained by Aird & Berlis LLP to conduct a search for Wills, Estates & Trusts Associate / Junior Partner in Toronto, Canada

Aird Berlis LLP (A&B) is consistently recognised among the very best firms in Canada at which to practice law. The firm has a unique, personal approach and an open and informal working environment, which facilitates the development of professional and personal relationships.

A&B features one of the most successful estates practices in Canada. With a focus on minimizing both estate administration and taxation on death, its team combines the best estate and trust planning techniques. The firm’s estate and trust planning professionals also work closely with the members of the firm’s Tax Group, designing and implementing plans for the succession of High Net Worth and Ultra High Networth families.

The firm features an innovative platform, an unrivalled culture of trust and collegiality, exceptional support and resources, and excellent partnership prospects. The firm’s prominence and recognition continue to grow, largely due to its commitment to practice excellence and recruiting talented and well-rounded lawyers.

Wills, Estates & Trusts Associate / Junior Partner

Our client has an immediate opening for a Mid-Level Wills, Estates & Trusts Lawyer with specialized experience in tax planning to join their esteemed team in Toronto. The ideal candidate will deliver comprehensive legal services to clients, focusing on estate planning, tax mitigation strategies, and efficient administration of estates and trusts.

Key Accountabilities and Responsibilities

• Advise clients on a wide range of matters relating to estate and trust planning, including drafting wills and trust documents and structuring enduring powers of attorney and personal directives.
• Work closely with the firm’s tax lawyers to provide sophisticated tax planning strategies tailored to clients’ needs, with a keen focus on minimizing tax liabilities, maximizing wealth preservation, and optimizing asset distribution to beneficiaries.
• Oversee the administration of estates, trusts, and powers of attorney and advise fiduciaries on their responsibilities, rights, and obligations.
• Expand and support business / client development opportunities.

Education and Professional Skills / Knowledge