Trust & Estate Tax Associate

1 month ago

Minneapolis, United States ADAMS & MARTIN GROUP Full time

Job Description

Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties, and be able to effectively serve individual clients, families, and business owners in planning for the management and distribution of their assets. Must be Licensed in MN.

Key Responsibilities:

Estate Planning:
Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents. Advise clients on estate planning strategies, including tax minimization, asset protection, and wealth transfer.

Trust Administration:
Assist clients in the administration of trusts, including advising trustees on their fiduciary duties, managing trust assets, and ensuring compliance with applicable laws and regulations.

Probate and Estate Administration:
Represent executors and administrators in probate proceedings, including filing necessary petitions, managing the probate estate, and ensuring proper distribution of assets to beneficiaries.

Tax Planning & Compliance:
Provide guidance on federal and state estate, gift, and income tax issues. Work with clients and accountants to minimize tax liabilities and ensure compliance with tax regulations.

Dispute Resolution:
Represent clients in trust and estate disputes, including contested wills, breach of fiduciary duty claims, and disputes over asset distribution. Collaborate with litigation counsel as necessary.

Client Relationship Management:
Build and maintain strong relationships with clients, providing ongoing legal counsel and advising on changes in estate laws that may impact their plans.

Business Succession Planning:
Advise business owners on succession planning, including the use of trusts, buy-sell agreements, and other mechanisms for transferring ownership and control of their businesses.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.


To apply please email your resume to sgermain@adamsmartingroup.com

  • Trust & Estate Tax Associate

    1 month ago

    Minneapolis, United States Adams & Martin Group Full time

    Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties,...

  • Trust & Estate Tax Associate

    1 month ago

    minneapolis, United States Adams & Martin Group Full time

    Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties,...

  • Trust & Estate Tax Associate

    1 month ago

    minneapolis, United States Adams & Martin Group Full time

    Adams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties,...

  • Trust & Estate Tax Associate

    4 days ago

    Minneapolis, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionAdams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law,...

  • Trust & Estate Tax Associate

    1 month ago

    Minneapolis, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionAdams & Martin Group is seeking an experienced and highly skilled Trust & Estate Attorney to join our team. The successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law,...

  • Trust & Estate Tax Associate

    2 months ago

    Minneapolis, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionAdams & Martin Group is looking for an Associate with 3 plus years of firm experience in Trust & Estates and Tax. Must be licensed in MN.Duties:Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and...

  • Estate Planning Tax Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Adams & Martin Group Full time

    Job OverviewWe are seeking an experienced Estate Planning Tax Specialist to join our team at Adams & Martin Group.CompensationThe estimated salary for this position is $80,000 - $110,000 per year, depending on experience.ResponsibilitiesAs an Estate Planning Tax Specialist, you will be responsible for:Preparing federal and state fiduciary income tax returns,...

  • Trusts & Estates Attorney

    4 days ago

    Minneapolis, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionOur client, a busy and well established estate planning law firm in Southwest Minneapolis, is searching for a full-time estate planning attorney to join our dynamic team. The firm seeks to hire passionate, motivated, goal oriented, organized problem solvers who have great interpersonal skills and a desire to help clients achieve...

  • Trusts & Estates Attorney

    6 days ago

    Minneapolis, United States Adams & Martin Group Full time

    Our client, a busy and well established estate planning law firm in Southwest Minneapolis, is searching for a full-time estate planning attorney to join our dynamic team. The firm seeks to hire passionate, motivated, goal oriented, organized problem solvers who have great interpersonal skills and a desire to help clients achieve their goals while providing...

  • Trusts & Estates Attorney

    1 week ago

    Minneapolis, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionOur client, a busy and well established estate planning law firm in Southwest Minneapolis, is searching for a full-time estate planning attorney to join our dynamic team. The firm seeks to hire passionate, motivated, goal oriented, organized problem solvers who have great interpersonal skills and a desire to help clients achieve...

  • Family Office Client Service Associate

    5 months ago

    Minneapolis, United States Trust Point Inc. Full time

    EXPERIENCE OUR CULTURE! JOIN OUR TEAM!Recognized as a "Best Place to Work" for the 7th year in a row by the Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Family Office Client Service Associate in our Family Office department. We are currently seeking an experienced, polished, and professional candidate to...

  • Family Office Client Service Associate

    5 months ago

    Minneapolis, United States Trust Point Inc. Full time

    EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 7th year in a row by the Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Family Office Client Service Associate in our Family Office department. We are currently seeking an experienced, polished, and professional candidate to...

  • Trust And Estate Planning Attorney

    3 weeks ago

    Minneapolis, United States Synectics Inc Full time

    Job DescriptionJob DescriptionJob descriptionWe are a busy estate planning law firm in Southwest Minneapolis, is searching for a full-time estate planning attorney to join our dynamic team. We hire passionate, motivated, goal oriented, organized problem solvers who have great interpersonal skills and a desire to help clients achieve their goals while...

  • Estate Planning Attorney

    2 weeks ago

    Minneapolis, Minnesota, United States Adams & Martin Group Full time

    Job OverviewThe Adams & Martin Group is seeking a highly skilled Estate Planning Attorney to join our team. This role involves providing legal guidance and representation on all matters relating to trusts, estates, and wealth management.Key Responsibilities:Estate Planning: Draft and review wills, revocable and irrevocable trusts, powers of attorney,...

  • Estate Planning Specialist

    4 weeks ago

    Minneapolis, Minnesota, United States ADAMS & MARTIN GROUP Full time

    Job SummaryAdams & Martin Group seeks a Trusts and Estates Attorney to provide legal guidance on trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties.Key Responsibilities• Draft and review estate planning documents, including wills, trusts, and powers of...

  • Estate Planning Attorney

    4 weeks ago

    Minneapolis, United States Jobot Full time

    Job DescriptionJob DescriptionEstate Planning Attorney | Minnesota based firmThis Jobot Job is hosted by: Trey MattsonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $120,000 - $140,000 per yearA bit about us:We are seeking a seasoned Permanent Estate Planning Attorney to join our dynamic legal team. This is...

  • Estate Planning Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Adams & Martin Group Full time

    We are seeking an experienced Estate Planning Specialist to join our team at Adams & Martin Group. As a key member of our team, you will be responsible for providing expert legal guidance on estate planning, tax law, and fiduciary duties. With a focus on delivering exceptional client service, you will work closely with individuals, families, and business...

  • Estate Planning Attorney

    2 weeks ago

    Minneapolis, Minnesota, United States Adams & Martin Group Full time

    We are seeking a highly skilled Estate Planning Attorney to join our team at Adams & Martin Group in Minneapolis, MN.Job DescriptionThe successful candidate will provide legal guidance and representation on all matters relating to trusts, estates, and wealth management. Key responsibilities include:Estate Planning: Draft and review wills, revocable and...

  • Senior Estate Planning Attorney

    2 days ago

    Minneapolis, Minnesota, United States HR Talent Partners Full time

    About Us:HR Talent Partners is a professional services firm that specializes in connecting exceptional talent with organizations seeking excellence. With a deep understanding of industry trends and a personalized approach, we empower businesses to build dynamic teams and professionals to advance their careers.The Opportunity:We are seeking an experienced...

  • Senior Estate Planning Specialist

    3 weeks ago

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

    About UsMesserli 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 FirmWe 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...