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Estate Planning Legal Advisor
2 months ago
We are currently seeking a skilled and motivated Estate Planning Legal Advisor to join our esteemed legal practice. This role is pivotal as we navigate an exciting phase of expansion within our firm.
Why Consider This Opportunity?
- Flexible remote work options
- Attractive salary range
- Significant potential for professional advancement
Key Responsibilities:
As an Estate Planning Legal Advisor, your primary duties will include:
1. Delivering expert legal counsel on matters related to trusts and estates, ensuring optimal management and protection of client assets.
2. Drafting, reviewing, and interpreting essential estate planning documents such as wills, trusts, powers of attorney, and healthcare directives.
3. Overseeing the administration of intricate estates, including the preparation of estate tax filings and the management of asset distribution.
4. Collaborating with tax specialists to create tax-efficient estate plans and address complex tax-related issues.
5. Conducting thorough legal research and remaining informed about current laws and regulations pertinent to trust and estate law and tax legislation.
6. Representing clients in probate court and managing probate-related disputes.
7. Maintaining effective communication with clients, providing regular updates, and addressing their inquiries and concerns in a timely and professional manner.
Qualifications:
To be considered for this role, candidates should possess:
1. A Juris Doctor (JD) degree from an accredited institution.
2. A valid license to practice law in Florida; licensure in New York is highly advantageous.
3. A minimum of three years of experience in trust and estate law, estate administration, and tax law.
4. Proficiency in drafting and interpreting complex legal documents.
5. A strong grasp of federal and state tax laws and regulations.
6. Exceptional communication and client service abilities, with a talent for simplifying complex legal concepts.
7. Strong analytical and problem-solving skills, with meticulous attention to detail.
8. Excellent organizational skills, capable of managing multiple projects and meeting deadlines.
9. A commitment to the highest standards of ethics and integrity.
If you are passionate about trust and estate law and eager to embrace new challenges, we encourage you to explore this opportunity further.
