Corporate and Trust Litigation Counselor
7 days ago
We are seeking a highly skilled attorney to join our team as an Elder Law and Estate Planning Specialist at Trandon Associates, Inc.
The successful candidate will have 5+ years experience in estate, corporate and tax planning for high net worth individuals and families.
Earn an estimated $180,000 - $250,000 per year, depending on experience and qualifications.
Job Responsibilities:
- Drafting estate plan documents such as Wills, Grantor Trusts, revocable and irrevocable trusts, QPRTs, CRUTs/CRATs, and ILITS
- Handling all facets of estate administration including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate distribution, will contests, accountings and miscellaneous proceedings
- Meeting and interviewing clients for estate plans and supervising will executions
- Advising and assisting trustees, trust and estate beneficiaries and personal representatives in probate administration, trust administration and disputes in connections with estate and trust administration
- Researching complex estate and gift tax issues
Requirements:
- 5+ years experience in estate, corporate and tax planning for high net worth individuals and families
- Experience with client acquisition and management and can manage all aspects of estate administration from probate through estate administration and if necessary estate litigation
- Estate Planning expertise must include drafting all estate planning documents (Wills, Trusts, Power of Attorney, Healthcare Proxy, Living Wills) corporate and succession planning documents including LLCs
- Bilingual Spanish a plus
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