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Job Details

Estate Planning Attorney

Company name
Landerholm, P.S.

Experience
3 yrs required

Location
Vancouver, WA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Aug 30, 2021

Profile

Summary of Position

The estate planning and probate group is currently seeking an attorney to join our firm as an associate. Candidates must be capable to take on a variety of matters, including estate planning from basic to very complex, tax research and analysis, probate and trust administration, and working with a client who may be in a dispute about the terms of a trust, will, or other documents.

This position requires the individual to be self-motivated and able to work independently with minimal instruction, but who will also work collaboratively with other attorneys and professionals. The ideal candidate will have experience or extra training in tax matters, especially estate and gift tax.

The attorney in this position will maintain certain existing client relationships and will also be expected to cultivate new client relationships. In addition, the attorney is expected to establish contacts and relationships within the local business, civic, or non-profit communities.

 

Functions

  • Analyze client’s personal and financial situation to determine best approaches to achieve their objectives.
  • Plan and execute tax planning and gifting strategies.
  • Draft legal documents including wills, trusts, powers of attorney, community property agreements, and non-judicial agreements.
  • Provide direction to clients through the process of a probate or trust administration.
  • Advise clients when selecting fiduciaries including trustees, personal representatives, attorneys-in-fact, and guardians.
  • Organize data and understand assets for purpose of funding trusts.

 

Knowledge, Skills, & Abilities

  • Exceptional interpersonal communication skills.
  • Superior organizational skills.
  • Strong writing and math abilities.
  • Business succession planning expertise, a plus.
  • Meticulous with details.
  • Experience with spreadsheets.
  • Knowledge about real estate matters.

 

Requirements & Prerequisites

  • LL.M. degree in tax, required.
  • Licensed in Washington and Oregon (or ability to obtain reciprocity admission in Oregon).
  • Minimum of three (3) years of estate planning, probate, and tax experience, preferred.

 

Please submit a resume and cover letter.

Company info

Landerholm, P.S.
Website : https://www.landerholm.com/

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