Estate Planning Attorney
5 days ago
An esteemed regional law firm is seeking a skilled Estate and Tax Planning Attorney to join its team.
This Attorney will collaborate with business owners and individuals to create customized estate plans, handle trust and estate administrations, and provide expert advice on elder law matters.
Responsibilities will include:
- Preparing comprehensive 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, and refunding agreements.
- Reviewing and preparing real estate documents, including deeds and transfers of cooperative shares.
- Advising clients on elder law matters, including Medicaid and asset protection planning.
- Drafting and funding asset protection trusts, including Medicaid trusts, special needs trusts, and pooled income special needs trusts.
- Providing high net worth gift and tax planning, including drafting spousal trusts, GRATs, and generation-skipping trusts.
- LLM in Tax or CPA is a plus.
The firm is interested in speaking with experienced professionals who have a portable book of clients or the potential to build a book.
Remote Work: No
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Estate Planning Attorney
5 days 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
2 days ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the job Estate Planning Attorney A regional law firm is seeking an Estate and Tax Planning Attorney to join its team. This Attorney will assist business owners, families, and individuals with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Responsibilities will include preparing estate planning...
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Estate Planning Attorney
5 days ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the JobEstate Planning AttorneyMarshall Graham LLC is seeking an experienced Estate and Tax Planning Attorney to join its team. The ideal candidate will have a strong background in estate planning, tax law, and elder law.Key ResponsibilitiesPrepare complex estate plans, including wills, trusts, and special needs trustsAssist business owners with estate...
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Estate Planning Attorney
2 weeks 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 provide expert guidance to business owners, middle-class families, and individuals on estate planning and elder law planning needs, as well as handle trust and estate...
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Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham Full timeJob OpportunityMarshall 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,...
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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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