Trusts & Estates Associate

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

• Advise to fiduciaries the design and implementation of new plans, as well as the modernization and consolidation of older trusts.
• Assist in complying with the complex rules surrounding investments, accounting, taxes and compliance.
• Seeking a dynamic, self-starting estate and trust attorney with a vision, initiative and demonstrated commitment to guiding clients through wealth transitions with estate planning that is clear, creative and enduring.
  
• Highly skilled in foundational (revocable) estate planning for clients and immediately able to expertly handle this planning from start to finish including the initial interview, plan design and drafting, review and discussion with the client, execution, and follow up
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

• Advise to fiduciaries the design and implementation of new plans, as well as the modernization and consolidation of older trusts.
• Assist in complying with the complex rules surrounding investments, accounting, taxes and compliance.
• Seeking a dynamic, self-starting estate and trust attorney with a vision, initiative and demonstrated commitment to guiding clients through wealth transitions with estate planning that is clear, creative and enduring.
  
• Highly skilled in foundational (revocable) estate planning for clients and immediately able to expertly handle this planning from start to finish including the initial interview, plan design and drafting, review and discussion with the client, execution, and follow up
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
...

• Advise to fiduciaries the design and implementation of new plans, as well as the modernization and consolidation of older trusts.
• Assist in complying with the complex rules surrounding investments, accounting, taxes and compliance.
• Seeking a dynamic, self-starting estate and trust attorney with a vision, initiative and demonstrated commitment to guiding clients through wealth transitions with estate planning that is clear, creative and enduring.
  
• Highly skilled in foundational (revocable) estate planning for clients and immediately able to expertly handle this planning from start to finish including the initial interview, plan design and drafting, review and discussion with the client, execution, and follow up
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
...