Estate Planning Attorney
2 weeks ago
Capehart Scatchard is seeking a detail-oriented and dedicated Trust and Estate attorney with 3+ years of experience to join our dynamic legal team.
Key Responsibilities:
- Handle complex estate planning and estate and trust administration matters
- Develop and implement estate tax strategies and trust administration procedures
- Draft wills, trusts, operating and shareholder agreements, and other estate planning documents
- Quantify tax impacts of estate and business succession plans and work on estate and trust administration matters
- Address procedural and disputed matters
- Consult with clients, accountants, financial advisors, and other parties to effectively move cases forward
- Cultivate strong client relationships and provide empathetic advice and reassurance during stressful times
- Report on caseload and develop a client following to increase firm revenues
Qualifications:
- J.D. from an accredited law school and licensed with the New Jersey and Pennsylvania State Bars
- LLM in taxation (or in the process of obtaining same)
- 3+ years of estate planning experience handling matters from inception to conclusion
- Effective communication and working knowledge of finance, investments, and taxes
- Ability to focus under pressure and maintain discretion, confidentiality, and integrity
- Strong computer skills and experience using MS Office Suite, timekeeping, and case management software
- Business acumen and ability to build and maintain client relationships
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Laurel, Montana, United States Capehart Scatchard Full timeTrust and Estate Attorney OpportunityCapehart Scatchard is seeking a detail-oriented and dedicated Trust and Estate attorney with 3+ years of experience to join our dynamic legal team. The ideal candidate will be a motivated and driven attorney who is looking to balance the rewards of a challenging and interesting career with family/home life. Remote work...
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