Estate Planning Attorney

5 days ago


Riverside, California, United States Marshall Graham Full time
Job Opportunity

Marshall Graham is seeking an experienced Estate and Tax 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 include:

  • Preparing customized estate planning documents, including wills, trusts, and Special Needs Trusts.
  • Preparing complex federal gift tax and estate tax returns.
  • Preparing judicial and informal estate and trust accountings, receipts/releases/refunding agreements.
  • Advising clients on elder law matters, including Medicaid and asset protection planning.
  • Drafting and funding asset protection trusts, including Medicaid trusts and Special Needs Trusts.
  • High net worth gift and tax planning, including drafting spousal trusts, GRATs, and generation-skipping trusts.

The ideal candidate will have a strong understanding of estate planning and tax laws, as well as excellent communication and interpersonal skills.

We are interested in speaking with experienced attorneys who have a passion for estate planning and a desire to build a book of clients.



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