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Estate Planning Attorney Resume

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Charles Bloomberg

New York, USA

charlesbloomberg@gmail.com

(621) 799-5548

in/cbloomberg

PROFESSIONAL SUMMARY

Seasoned Estate Planning Attorney with over a decade of experience in drafting, executing, and managing complex estate plans to ensure clients' assets are safeguarded and effectively transferred.

PROFESSIONAL Experience

Estate Planning Attorney | Company A

May 2018 — Present, New York, USA

• Drafted over 300 comprehensive estate plans annually, including wills, trusts, and power of attorney documents, ensuring compliance with state and federal laws.
• Implemented advanced estate planning techniques that reduced clients' estate taxes by an average of 25%, protecting more than $20M in assets.
• Conducted bi-weekly seminars on estate planning strategies, educating over 500 attendees per year on the benefits of early planning.
• Collaborated with financial advisors, accountants, and insurance agents to integrate clients' estate plans, enhancing asset protection and transfer strategies.
• Led a team of 5 paralegals and junior attorneys, overseeing the preparation of estate planning documents and ensuring accuracy and compliance.

Associate Attorney - Estate Planning | Company B

June 2013 — April 2018, Washington, D.C., USA

• Crafted over 200 individualized estate plans each year, leveraging legal expertise to address unique client needs and circumstances.
• Successfully contested 30+ probate cases, achieving favorable outcomes for clients and ensuring the proper distribution of estates.
• Managed a portfolio of high-net-worth clients, totaling over $50M in assets, implementing strategies to minimize tax liabilities and protect assets.
• Provided legal counsel in the administration of estates, guiding executors through the probate process and ensuring legal and fiscal responsibilities were met.

Junior Attorney | Company C

January 2010 — May 2013, Kalamazoo, USA

• Assisted in the preparation of 150+ estate planning documents annually, ensuring legal accuracy and adherence to client directives.
• Supported senior attorneys in mediating disputes related to trust and estate administration, achieving high client satisfaction.
• Conducted in-depth legal research on estate planning laws and regulations, contributing to the development of client strategies.

Legal Intern | Company D

June 2008 — December 2009, Albany, USA

• Assisted attorneys in drafting 50+ wills and trusts, gaining practical experience in estate planning law.
• Conducted prospective client interviews, gathering essential information and aiding in the preliminary assessment of estate planning needs.
• Organized and managed estate planning documentation, maintaining client confidentiality and ensuring accessibility for attorneys.

Education

Juris Doctor (J.D.) | Harvard Law School

May 2008

Expert-Level Skills

Estate Planning, Wills, Trusts, Probate, Tax Minimization Strategies, Legal Research, Client Counseling, Team Leadership, Document Drafting, Seminars & Workshops, Legal Compliance, High-Net-Worth Clients, Strategic Collaboration, Mediation, Confidential Documentation, Financial Planning, Client Communication

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