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Job Details

Estate Planning Attorney

Company name
Confidential

Experience
3 yrs required

Location
Modesto, CA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Mar 12,2019

Profile

ESTATE PLANNING ATTORNEY needed for Modesto law office. Ideal attorney will also have litigation experience. Any interviews will be held in strict confidence.

Functions and Responsibilities:

  • Assists clients with all aspects of Probate and Trust litigation.
  • Assists clients with transactional estate planning needs, including, without limitation, drafting Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values.
  • Has knowledge of a broad range of tax issues affecting individuals, trusts, estates and other entities, able to draft simple and/or complex planning documents, assists the client’s tax preparer with the preparation of both federal and state individual, death and fiduciary income tax returns.
  • Responsible for all stages of post-mortem probate and trust administration of estates.
  • Handles a wide variety of matters related to estate planning, including, real estate transactions and business planning for closely held companies.
  • Prepares and reviews real estate contracts, business filings, and other documents relevant to corporate, tax, and other business matters.
  • Has extensive legal drafting and research skills.

Position Specifications:

Knowledge and Experience:

  • Three (3) years of Probate and Trust litigation.
  • Three (3) years of transactional experience in Estates, Trust, Tax and Wealth Planning, and strong experience in drafting complex estate planning documents.
  • LL.M. in Tax or Certified Specialist designation a plus.
  • Experience in estate and tax planning, as well as experience with estate administration, business succession, charitable planning, and taxation issues.
  • Experience in reviewing estate, inheritance and gift tax returns.

Skills:

  • Must be able to handle an estate litigation related matter from initial pleading through trial.
  • Must be an excellent, detail-oriented draftsperson; have solid knowledge and understanding of estate, inheritance, fiduciary and gift tax rules.
  • Must be a self-starter with excellent planning and organization skills.
  • Must be highly motivated and able to work independently.
  • Must be able to interact effectively with clients, have polished written and oral communication skills.
  • Possess a strong work ethic, excellent academic credentials, strong legal research and writing skills.
  • Ability to work as a team player and show a commitment to detail and exceptional work product.
  • Possess strong decision-making, critical thinking and active listening skills.
  • Must be results-oriented and able to build a positive work environment.
  • Strong computer skills required, specifically Westlaw, Excel and MS Word for Windows.
  • Experience drafting in WealthCounsel.

Ideal candidate will have a minimum of 3 years of directly relevant experience with estate planning and litigation.    

Salary TBD with quarterly bonuses.

If you are interested in the position and meet the requirements, please send resume with cover letter in PDF format.

Company info

Confidential

Company Profile
Confidential

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