Estate Planning Attorney

2 weeks ago


Laurel, Montana, United States Capehart Scatchard Full time
Trust and Estate Attorney Opportunity

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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