Legal Associate – Private wealth at AndersenLegal Associate – Private wealth at Andersen – March 2024

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Legal Associate – Private wealth

Legal Associate Role

  • Provide guidance on wealth preservation, tax optimization, and asset protection strategies.
  • Draft wills, trust deeds, POAs, and other estate planning documents to ensure the orderly transfer of assets upon death.
  • Advise clients on strategies to optimize trust structures taxes and navigate complex probate processes.
  • Assist with the establishment of charitable trusts, family foundations, and other philanthropic vehicles.
  • Counsel business owners and high-networth individuals on succession planning strategies to facilitate the smooth transition of wealth and assets to future generations.
  • Draft shareholder agreements, buy-sell agreements, and other business succession documents.
  • Address complex issues related to family businesses, including governance structures and conflict resolution.
  • Advise clients on asset protection strategies to shield wealth from potential creditors, lawsuits, and other liabilities.
  • Structure asset ownership and implement legal mechanisms, such as trusts and limited liability entities, to safeguard assets.
  • Provide ongoing monitoring and review of asset protection strategies to ensure continued effectiveness.
  • Guide trustees and fiduciaries on their legal obligations and duties in relation to the administration of trusts, including asset management, distribution policies &decisions, and compliance with legal obligations.
  • Guide on appropriate disputes and conflicts resolutions mechanisms among trust beneficiaries or between trustees and beneficiaries.
  • Ensure proper documentation and recordkeeping to maintain the integrity of trust arrangements.
  • Stay abreast of changes in tax laws, estate planning regulations, and fiduciary standards to ensure compliance and mitigate legal risks.
  • Conduct periodic reviews of clients’ wealth management plans to identify potential issues and recommend adjustments as needed.
  • Provide legal guidance on matters such as charitable giving, retirement planning, and insurance planning.
  • Cultivate strong, long-term relationships with clients based on trust, integrity, and professionalism.
  • Serve as a trusted advisor and resource for clients, addressing their concerns and objectives with empathy and discretion.
  • Collaborate with other professionals, such as financial advisors, accountants, and investment managers, to deliver comprehensive wealth management solutions.

Basic Qualifications

  • Minimum of 2 years’ experience as a Legal Associate in a Law firm.
  • Member of the Law Society of Kenya (LSK).
  • Must be an Advocate of the High Court.
  • Bachelor of Law and/or similar qualification in other related fields.
  • Ability to convey complex legal concepts in a clear and understandable manner to clients.
  • Proficient in Time Management and Organization: Ability to handle multiple client cases, meet deadlines, and maintain meticulous records.
  • Flexibility in adapting to evolving legal landscapes and client needs.
  • Strong teamwork skills: Capable of working effectively with colleagues across disciplines to provide holistic wealth management solutions.

Submit Your Application

Interested candidates should email their résumé to hr@ke.andersen.com by 4th April 2024, with the email marked “Legal Associate” in the subject line.