Senior Estate Planning Specialist

4 days ago


Minneapolis, Minnesota, United States Messerli Kramer, P.A. Full time
About Us

Messerli Kramer, P.A. is a top-ranked law firm in Minnesota, established in 1965 with offices in Minneapolis, St. Paul, and Plymouth.

Overview of Our Firm

We have earned a reputation for providing sound, comprehensive legal advice to individuals and businesses across various practice areas. Our team focuses on building lasting relationships with clients by listening and understanding their unique needs within the broader context of their business.

Position Overview

We seek an experienced Senior Estate Planning Specialist to join our Estate Planning Group. This individual should possess at least 7 years of estate planning experience, demonstrate expertise in working with high net worth clients, and showcase exceptional analytical and writing abilities.

Key Responsibilities
  • Deliver sophisticated estate planning services, including estate/trust administration and gift/estate tax planning.
  • Showcase expertise in charitable planning and family business succession planning.
  • Analyze complex client situations and develop innovative solutions.
Requirements

The ideal candidate will have:

  • A strong interest in estate planning, tax law, and trust administration.
  • Demonstrated ability to work effectively with high net worth clients and their families.
  • Excellent communication and interpersonal skills.
About the Role

This position offers a competitive salary ($165,000 - $220,000 annually) and benefits package among the best in Minnesota, along with opportunities to collaborate with seasoned professionals in the field.



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