Estate Planning Attorney

4 weeks ago


Riverside, California, United States Marshall Graham Full time

An esteemed law firm, Marshall Graham, seeks a seasoned Estate and Tax Planning Attorney to enhance its team.

This Attorney will collaborate with business owners and high-net-worth individuals to create customized estate plans, address elder law matters, and handle trust and estate administration.

Responsibilities include:

  • Preparing comprehensive estate planning documents, such as wills, trusts, and Special Needs Trusts.
  • Creating complex federal gift tax and estate tax returns.
  • Preparing judicial and informal estate and trust accountings, receipts/releases/refunding agreements.
  • Reviewing 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 and Special Needs Trusts.
  • Developing high-net-worth gift and tax planning strategies, including spousal trusts, GRATs, and generationskipping trusts.
  • LLM in Tax or CPA is a significant asset.

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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