Estate Planning Attorney

4 weeks ago


Riverside, California, United States Marshall Graham LLC Full time

About the Role

Marshall 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 background in estate planning, tax law, and trust administration. Responsibilities will include preparing estate planning documents, such as wills, trusts, and powers of attorney, as well as advising clients on complex tax and estate planning strategies.

Key Responsibilities

  • Preparing estate planning documents, including wills, trusts, and powers of attorney
  • Advising clients on complex tax and estate planning strategies
  • Handling trust and estate administrations, including probate and estate accounting
  • Providing expert advice on elder law matters, including Medicaid and asset protection planning
  • Drafting and funding asset protection trusts, including Medicaid trusts and special needs trusts
  • Assisting clients with high net worth gift and tax planning, including drafting spousal trusts and generation-skipping trusts

Requirements
  • JD from an accredited law school
  • Admission to the bar in the relevant state
  • Strong background in estate planning, tax law, and trust administration
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About Marshall Graham LLC

Marshall Graham LLC is a regional law firm dedicated to providing expert legal services to individuals, families, and businesses. Our team of experienced attorneys is committed to delivering personalized attention and exceptional results. If you are a motivated and detail-oriented attorney looking to join a dynamic team, we encourage you to apply for this exciting opportunity.

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