Estate Planning Attorney
1 month ago
An excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team.
This Attorney will assist business owners both middleclass and wealthy families and individuals with estate planning and elder law planning needs as well as handle trust and estate administration matters. Will be working on complex estate plans trust and estate administrations and business succession plans customized to meet the needs of clients.
Responsibilities will include preparing estate planning documents including wills revocable trusts irrevocable trusts and Special Needs Trusts.
Other duties will include:
- Creating customized documents beyond the boilerplate basics
- Preparing complex federal gift tax and estate tax returns (federal and state)
- Preparing judicial and informal and estate and trust accountings receipts/releases/refunding agreements
- Preparing real estate documents including review of deeds and transfers of cooperative shares related to the funding of trusts.
- Advising clients on elder law matters including Medicaid and asset protection planning related to all public benefits
- Drafting and funding of asset protection trusts including Medicaid trusts Special Needs Trusts and PooledIncome Special Needs Trusts..
- High net worth gift and tax planning including drafting spousal trusts (SLATs) GRATs and generationskipping trusts for the benefit of clients descendants and other types of trusts commonly used in estate planning promissory notes LLC operating agreements etc.
- LLM in Tax or CPA is a PLUS
The firm is also interested in speaking with those who may have a portable book/ clients or the potential and DESIRE to build a book.
Remote Work :
No
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Estate Planning Attorney
4 weeks ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the RoleMarshall Graham LLC is seeking an experienced Estate and Tax Planning Attorney to join its team. This attorney will work closely with business owners, families, and individuals to create customized estate plans, handle trust and estate administrations, and provide expert advice on elder law matters.The ideal candidate will have a strong...
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Estate Planning Attorney
1 month ago
Riverside, California, United States Marshall Graham Full timeMarshall Graham Seeks Estate Planning AttorneyAn esteemed regional law firm, Marshall Graham, is seeking a skilled Estate and Tax Planning Attorney to join its team.This Attorney will assist business owners, middle-class families, and individuals with estate planning and elder law planning needs, as well as handle trust and estate administration matters. The...
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Estate Planning Attorney
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Riverside, California, United States Marshall Graham Full timeAn esteemed law firm, Marshall Graham, seeks a seasoned Estate and Tax Planning Attorney to enhance its team.This Attorney will collaborate with business owners and high-net-worth individuals to create customized estate plans, address elder law matters, and handle trust and estate administration.Responsibilities include:Preparing comprehensive estate...
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Estate Planning Attorney
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Riverside, United States Marshall Graham Full timeAn excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team. This Attorney will assist business owners both middleclass and wealthy families and individuals with estate planning and elder law planning needs as well as handle trust and estate administration matters. Will be working on complex estate plans trust and estate...
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Estate Planning Attorney
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Riverside, California, United States Marshall Graham Full timeJob OpportunityMarshall Graham is seeking an experienced Estate Planning Attorney to join its team.This role involves assisting business owners and individuals with estate planning and elder law planning needs, as well as handling trust and estate administration matters.Responsibilities will include:Preparing customized estate planning documents, including...
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