As a legal intern, you will work with the client team to conduct legal research projects, review and summarize relevant estate and business documents, shadow client and advisor meetings, and review gift and estate tax returns. In addition, you will draft client facing and internal training materials on estate planning techniques.
Applicants should have strong verbal and written communication skills with an interest in estate planning. The successful applicant will enjoy working in a dynamic, fast-paced environment. Your internship will be filled with opportunities for professional development, mentorship, and the chance to apply coursework to real-world experiences. The exposure and education to estate planning provided by this internship will be advantageous to you as you develop your career.
Essential Responsibilities
- Conduct basic legal research
- Review and make recommendations related to clients’ legal documents
- Participate in day-to-day operations of the team
- Shadow client and advisor meetings
- Special projects as required by current needs of the team
Requirements
- L2 law student or enrollment in a law school program (J.D., joint JD/MBA Degree) preferred
- Proficient in Microsoft Office Applications
Moneta
Moneta is among the nation’s largest independent Registered Investment Advisors (RIAs), committed to exceeding client expectations and delivering unparalleled service to our global clientele.
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