What are the responsibilities and job description for the Attorney for Estate Planning position at Get It - Finance?
Estate Planning Attorney
About The Firm
We are a prestigious law firm with a strong focus on charitable planning, tax law, estate law, and related disciplines. Our commitment to delivering exceptional legal services to individuals, families, and organizations seeking strategic estate planning and tax solutions sets us apart. We emphasize a client-centric methodology, ensuring that each legal strategy is personalized and effectively aligned with our clients’ distinct needs.
Why Join Our Team?
We are actively seeking a proficient and driven Estate Planning Attorney to become a pivotal member of our esteemed team. In this capacity, you will address a diverse array of estate planning issues, encompassing wills, trusts, estate tax, gift tax, and corporate law considerations. You will collaborate closely with high-net-worth clientele, providing strategic legal counsel to fulfill their estate planning objectives while ensuring compliance with relevant laws and regulations.
Key Responsibilities
Employment Type: Full-Time
About The Firm
We are a prestigious law firm with a strong focus on charitable planning, tax law, estate law, and related disciplines. Our commitment to delivering exceptional legal services to individuals, families, and organizations seeking strategic estate planning and tax solutions sets us apart. We emphasize a client-centric methodology, ensuring that each legal strategy is personalized and effectively aligned with our clients’ distinct needs.
Why Join Our Team?
- Competitive annual salary: \(140,000 - \)195,000
- Comprehensive healthcare benefits
- 401(k) retirement savings plan
- Generous paid time off (PTO)
- Collaborative and supportive workplace culture
We are actively seeking a proficient and driven Estate Planning Attorney to become a pivotal member of our esteemed team. In this capacity, you will address a diverse array of estate planning issues, encompassing wills, trusts, estate tax, gift tax, and corporate law considerations. You will collaborate closely with high-net-worth clientele, providing strategic legal counsel to fulfill their estate planning objectives while ensuring compliance with relevant laws and regulations.
Key Responsibilities
- Offer expert legal advice on estate planning topics, including wills, trusts, estate tax, gift tax, and charitable giving strategies.
- Design and execute comprehensive estate plans for clients, ensuring alignment with their long-term financial and personal aspirations.
- Liaise with financial advisors, accountants, and other professionals to adopt a holistic approach to estate planning.
- Remain informed on developments in estate planning, tax legislation, and corporate law to furnish clients with insightful and effective legal strategies.
- Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.
- Provide guidance on corporate legal matters, including mergers and acquisitions, corporate governance, and related business transactions.
- Represent clients in legal proceedings as needed.
- Juris Doctor (JD) degree from an accredited law school.
- Admission to the state bar.
- 1-5 years of experience in estate planning, with a solid grasp of estate tax, gift tax, and corporate law.
- LLM in Estate Planning or Tax (preferred but not mandatory).
- Demonstrated capability to devise and implement estate plans for high-net-worth individuals and families.
- Strong analytical, problem-solving, and decision-making abilities.
- Excellent interpersonal and communication skills, enabling the establishment of lasting client relationships.
- High degree of professionalism, ethical integrity, and meticulous attention to detail.
- Experience within the healthcare sector is a plus but not essential.
Employment Type: Full-Time
Salary : $140,000 - $195,000
