Estate Planning Specialist

1 week ago


SaintBauzilledePutois, Occitanie, United States Distinct | North America Full time
Estate Planning Opportunity

We are seeking a skilled Trusts and Estates Associate to join our team at Distinct | North America.

The ideal candidate will have 3+ years of experience in sophisticated domestic tax, trusts and estates planning, with a focus on estate planning, estate and trust administration, and related litigation.

Your Key Responsibilities Will Include:

  1. Providing creative and effective personal, financial, charitable and tax planning to individual clients, closely held family companies, foundations and charities
  2. Drafting and advising clients with respect to wills, trust agreements, powers of attorney, health care proxies and all other documents necessary to accomplish their estate planning objectives
  3. Helping clients achieve their personal planning goals, including minimizing the impact of estate, gift and generation-skipping transfer taxes on intra-family wealth transfers

What We Offer:

  • A competitive salary range of $140,000 - $200,000 per year
  • A dynamic and supportive work environment


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