AddressSpecial Counsel – Private Client
We are looking for an experienced lawyer to join CGW's commercial and Private Client team to provide clients with key estate planning, self-managed superannuation, asset protection, structuring and succession planning advice as well as broader commercial solutions.
The Role:
The ideal candidate will have a passion for estate planning and succession planning. Experience in succession with structures such as family trusts and self-managed superannuation funds is essential as well as the ability to better understand each of their clients, their families, and their businesses to provide practical commercially viable solutions. The key responsibilities of this role include:
- Providing strategic guidance on asset protection and succession matters for high-net-worth individual clients, both from an estate planning and business perspective
- Dealing with businesses and structures such as family trusts and SMSFs as part of succession and estate planning
- Handling complex asset protection matters, including setting up and maintain various asset structures (e.g., testamentary trusts, family trusts, SMSFs)
- Planning and drafting of Wills
- Handling general and Enduring Powers of Attorney
- Managing tax issues in estate planning.
Requirements
- Minimum 5+ years PAE in a highly regarded firm
- Planning and succession planning matters
- Front-end exposure to drafting wills, testamentary trusts and enduring Powers of Attorney trust deed variations and binding death benefit nominations
- Experience in dealing with businesses and structures such as family trusts and SMSFs as part of succession planning
- Ability to provide strategic and commercially focused legal advice
- Proven capability of mentoring other team members
- Pragmatic, outcome-focused approach
- Ability to work autonomously and manage competing time frames effectively
- General commercial legal experience would be an advantage.
Benefits
- Work with renowned experts in the succession and aligned areas to build your knowledge
- ‘5-star’ Employer of Choice by HRD and Australasian Lawyer and 2024 Beaton Client Choice Award winners for ‘best law & related services firm’ ($30m - $100m revenue)
- Employee Assistance Program (EAP) and wellbeing initiatives
- Wellness facilities and onsite classes (i.e. yoga and mindfulness)
- Flexible work arrangements
- Competitive salary and parental leave policy
- Other benefits: purchased leave program (pre-tax), novated leasing, corporate medical insurance plans, networking, and social events and much more!
About Cooper Grace Ward
Cooper Grace Ward is a leading independent law firm based in Brisbane. We are a full-service law firm providing a range of legal service to clients nationally and internationally. We are a vibrant, energetic, growing, and diverse team committed to supporting and developing our people to meet the changing needs of our clients. We take personal responsibility and pride in our work and have fun while we do it. We strive to be leaders in everything we do, and our impressive achievements can be viewed on our website.
Our workplace policies and strong values foster a safe and inclusive work environment. Cooper Grace Ward hires a diverse workforce, including people of all genders, ages, cultures, ethnicities, those who identify as Aboriginal or Torres Strait Islander, LGBTIQ+ and people with disabilities.
If this sounds like a team you would like to be a part of, and you value mutual respect, curiosity and excellence like we do then we would like to talk with you.
To be eligible to apply for this role you must be legally permitted to work in Australia.
Position reference : 10293242
