Trust & Estate Tax Associate

1 month ago

Minneapolis, United States Adams & Martin Group Full time

Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties, and be able to effectively serve individual clients, families, and business owners in planning for the management and distribution of their assets. Must be Licensed in MN.

Key Responsibilities:

Estate Planning:
Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents. Advise clients on estate planning strategies, including tax minimization, asset protection, and wealth transfer.

Trust Administration:
Assist clients in the administration of trusts, including advising trustees on their fiduciary duties, managing trust assets, and ensuring compliance with applicable laws and regulations.

Probate and Estate Administration:
Represent executors and administrators in probate proceedings, including filing necessary petitions, managing the probate estate, and ensuring proper distribution of assets to beneficiaries.

Tax Planning & Compliance:
Provide guidance on federal and state estate, gift, and income tax issues. Work with clients and accountants to minimize tax liabilities and ensure compliance with tax regulations.

Dispute Resolution:
Represent clients in trust and estate disputes, including contested wills, breach of fiduciary duty claims, and disputes over asset distribution. Collaborate with litigation counsel as necessary.

Client Relationship Management:
Build and maintain strong relationships with clients, providing ongoing legal counsel and advising on changes in estate laws that may impact their plans.

Business Succession Planning:
Advise business owners on succession planning, including the use of trusts, buy-sell agreements, and other mechanisms for transferring ownership and control of their businesses.


Desired Skills and Experience

Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties, and be able to effectively serve individual clients, families, and business owners in planning for the management and distribution of their assets. Must be Licensed in MN.

Key Responsibilities:

Estate Planning:
Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents. Advise clients on estate planning strategies, including tax minimization, asset protection, and wealth transfer.

Trust Administration:
Assist clients in the administration of trusts, including advising trustees on their fiduciary duties, managing trust assets, and ensuring compliance with applicable laws and regulations.

Probate and Estate Administration:
Represent executors and administrators in probate proceedings, including filing necessary petitions, managing the probate estate, and ensuring proper distribution of assets to beneficiaries.

Tax Planning & Compliance:
Provide guidance on federal and state estate, gift, and income tax issues. Work with clients and accountants to minimize tax liabilities and ensure compliance with tax regulations.

Dispute Resolution:
Represent clients in trust and estate disputes, including contested wills, breach of fiduciary duty claims, and disputes over asset distribution. Collaborate with litigation counsel as necessary.

Client Relationship Management:
Build and maintain strong relationships with clients, providing ongoing legal counsel and advising on changes in estate laws that may impact their plans.

Business Succession Planning:
Advise business owners on succession planning, including the use of trusts, buy-sell agreements, and other mechanisms for transferring ownership and control of their businesses.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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