Strategic Estate Planning Specialist
6 days ago
Company Overview
We are a dedicated team of legal professionals committed to providing exceptional counsel and tailored solutions for businesses and individuals. With a focus on delivering practical and strategic advice, we prioritize building strong relationships with our clients to understand their unique needs.
Salary and Benefits
The base salary is $80,000 - $130,000 per year. Additionally, we offer bonus potential, medical, dental, vision, 401k, work/life balance, and hybrid schedule.
Job Description
As an estate planning specialist, you will draft and review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. You will counsel clients on estate planning strategies to minimize tax liabilities and ensure asset protection. You will handle probate and trust administration, including court filings, accountings, and compliance with legal requirements. You will collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans. You will stay up-to-date with federal and state tax laws, including estate, gift, and generation-skipping transfer taxes. You will represent clients in estate and trust litigation, as needed. You will maintain strong client relationships through regular communication and exceptional service.
Required Skills and Qualifications
To be successful in this role, you will need a Juris Doctor (JD) from an accredited law school and active state bar membership. You will also need 3-5 years of experience in estate planning, trusts, and probate law. A strong understanding of estate tax laws and experience in tax-related estate planning is preferred. Excellent drafting, analytical, and problem-solving skills are essential. Strong interpersonal and communication skills, with a client-focused approach, are required. Ability to manage multiple cases and deadlines in a fast-paced environment is necessary.
Preferred Qualifications
An LL.M. in Taxation or significant coursework in tax law is desirable. Experience with high-net-worth clients and complex estate planning strategies is also preferred.
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