Estates And Trusts Attorney

Our expanding law firm is looking for an experienced attorney to handle trust and estate administration, with a special focus on estate tax issues impacting farmers and business owners.

We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full-time. You will work directly with fiduciaries to administer trusts and estates, advise them on estate tax issues, and distribute assets to beneficiaries.

This role carries a great deal of responsibility and seeks to make the process smooth and efficient for our clients and their families. Prior experience leading estate and trust administration is required. Extensive estate planning knowledge and excellent written communication abilities are required. Applicants without such prior experience will not be considered.

Applicants with experience or interest in working with farmers are especially desired.

$130,000 - $160,000 yearly

• Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
• Organize and maintain client files to ensure they are kept current
• Discuss plans with clients for distributing clients’ assets
• Ensure clients are effectively represented at court hearings as needed

• Supervise administrative staff, paralegals, and law clerks.
• Complete estate tax analysis, credit shelter trust funding, and disclaimer options.
• Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q.
• Guide and advise clients through all aspects of trust and estate administration.
• Work with farmers and business owners to establish sound estate plans and succession plans.

• Undergraduate degree with a legal background and Juris Doctor degree required
• Excellent communication skills, especially in highly stressful and emotional situations

• Must have extensive estate planning and estate administration experience.
• Must have worked in a similar position for 5 years minimum.
• Must be licensed in the State of Minnesota.

Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities.

We are limited to the following practice areas:

• Real estate and title examination
• Estate planning
• Estate Administration
• Farm succession planning
• Business law

Our mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.