trusts and estates attorney

Lewis Search Group

Lawyers in the firms private clients practice appreciate our clients complex and highly personalized needs. We help our clients protect and administer family wealth and plan for the transmission of wealth to family members and charities. The firm prides itself on the ability to provide sophisticated but practical tax advice integrated into sensitive, confidential estate plans reflective of our clients family, charitable and business objectives. Our practice includes: Estate and tax planning Administration of trusts and estates Family businesses Premarital and marital agreements Family law separation and divorce Family disputes Planning for retirement and disability Private investments Transactions involving residential real estate, art, boats and aircraft Family charities and charitable giving Responsibilities Preparation of probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041s prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney. Qualifications Minimum of 2 yrs. estate administration experience including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings; and knowledge of estate and trust income taxation. Must have experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel. Bachelor's degree required. Knowledge of fiduciary accounting preferred.<img src="https://www.jobg8.com/Tracking.aspx?K8u%2f7NQsWgqTjBAOuNagkquLE10NEm23s" width="0" height="0" />

T&E Paralegal-Private Client Services

Donohue, O'Connell & Riley PLLC

Associate AttorneyRegional law firm with offices in five states, concentrating in the areas of Trusts, Estates and Elder Law, seeks an experienced Associate attorney to join our Concord, NH team. This individual will have a professional demeanor, coupled with strong communication skills. The individual should have a can-do mentality and work style and be able to operate efficiently and effectively in a professional setting.Requirements and Responsibilities:<ul><li>Experience in Estate Planning, Trust Administration, Real Estate, or Litigation.</li><li>Experience with personal finance, and basic tax, investment, and accounting knowledge.</li><li>Professional self-starter with strong follow-through and good technology and client relations skills.</li><li>Position includes direct client contact, document drafting, addressing tax issues, and Trust &amp; Estate Administration.</li><li>Commitment to behaviors aligned with our firm values and positive culture.</li><li>Ability to work in a fast-paced environment with a team approach.</li><li>New Hampshire bar admission required, MA, ME a plus.</li></ul>Overview:<ul><li>Established firm of over 90 years.</li><li>Excellent work-life balance.</li><li>A collegial, family like environment.</li><li>Equity partnership opportunity in 3-5 years based on experience and performance.</li><li>Competitive compensation plan.</li></ul>Job Type: Full-time.Salary &amp; Benefits: Competitive salary and bonus structure based on experience, ability, and performance. Our benefits package includes 4 weeks paid time off, a 401K program with 3% contribution, and company sponsored healthcare insurance.To Apply: Please send resume and cover letter via email to cyrus.alphonse@docrlaw.comAbout Donohue, O&rsquo;Connell &amp; Riley PLLCDonohue, O&rsquo;Connell &amp; Riley PLLC is a regional boutique law firm with offices in five states. Today our team serves as trusts &amp; estates counsel to over 6,000 businesses &amp; individuals, advising them on how to reduce taxation and structure their personal affairs to preserve their legacy and ensure a smooth transition of assets between generations. For more information about the firm, please visit www.docrlaw.com.EEO STATEMENTDonohue, O&rsquo;Connell &amp; Riley PLLC is committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and trainingJob Type: Full-timePay: $95,000.00 - $125,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you a current member of the NH Bar?</li></ul>Experience:<ul><li>Legal: 3 years (Required)</li></ul>Ability to Commute:<ul><li>Concord, NH 03301 (Required)</li></ul>Work Location: In person

Associate Attorney - Trusts & Estates

Stinson Leonard Street

Stinson LLP is seeking an Associate with 0 to 2 years of law firm experience to join the Tax Trusts & Estates Division in our Kansas City office.
 
Qualified candidates must be licensed or eligible to be licensed in Missouri and Kansas, have 0 to 2 years of experience in estate planning, probate, and trust administration, and have a strong interest in drafting.
 
The ideal candidate will possess excellent academic credentials, have strong writing, analytical, organizational, and communication skills, have the ability to convey complex concepts clearly, and have a proven ability to handle multiple projects with different teams and timelines.
 
Stinson's tax, trusts and estates attorneys represent individuals, executives, families, closely-held businesses, charitable organizations and individual and corporate fiduciaries. We focus on achieving our clients' personal, business and organization goals while preserving and transferring wealth for future generations.
 
Please apply online at https://www.stinson.com/careers-current-opportunities. Applicants should provide a resume, cover letter, unofficial law school transcript and a writing sample. For questions, contact recruiting@stinson.com. Please submit your application by no later than 45 days following the posted date. Applications received after this date may not be considered.
 
For information about Stinson, visit us at www.stinson.com and the NALP Directory of Legal Employers, https://www.nalpdirectory.com/.
 
Stinson LLP is an equal employment opportunity (EEO) employer. We encourage qualified minority, female, veteran, disabled, and other diverse candidates to apply to be considered for open positions. We offer a competitive compensation and benefits package. We conduct criminal background checks on all individuals offered employment. Information gathered through applicant voluntary self-identification will be used for statistical reporting and to measure the effectiveness of our EEO outreach efforts. All information is requested on a voluntary basis and will be kept confidential. We will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
 
Applicants with a disability that are in need of an accommodation to complete the Stinson LLP application process should contact Human Resources at 316.268.7962 or email stinson.humanresources@stinson.com.
 
By submitting an application, you certify the information provided is true to the best of your knowledge and belief. You understand that being untruthful in response to any of the answers provided within an application or any of the attached documents may lead to your termination in the event you are employed. If employed, you will be required to provide documentation showing you are legally authorized to work in the United States.
 
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Trusts & Estates Associate Attorney - Kansas City

Kean Miller LLP

<div>With over 230 attorneys and eight office locations in Louisiana and Texas, Kean Miller serves as legal counsel to the people and industries that drive the energy-belt economy. From our offices in Houston, The Woodlands, Lake Charles, Lafayette, Baton Rouge, New Orleans and Shreveport, Fortune 500 companies, national businesses, and local companies rely on Kean Miller for efficient legal services and practical advice, always provided in a cost-efficient manner. In the courtroom and the boardroom, Kean Miller attorneys create unique solutions, pragmatic strategies, and unparalleled value that allow our clients to perform at the highest level.
Kean Miller is seeking a skilled Estate Planning attorney to join our Houston downtown office.
This role requires at least three years of experience in estate planning, strong communication skills, and the ability to guide clients through both routine and complex legal matters.
Key Responsibilities include:<ul><li>
Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney</li><li>
Provide strategic advice to clients on wealth preservation, tax planning, and estate administration</li><li>
Assist clients through probate proceedings and related legal processes</li><li>
Guide clients in the distribution of assets and the execution of estate plans</li><li>
Represent clients in court proceedings when required, especially in probate-related matters</li><li>
Educate clients on matters such as retirement planning, charitable donations, and insurance options</li><li>
Ensure client files are maintained accurately, organized, and up to date</li><li>
Collaborate with clients to design tailored estate plans that meet their specific goals and needs</li><li>
Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients' lives.</li><li>
Experience managing client relationship independently and handling sophisticated planning needs</li><li>
Demonstrates the ability to work collaboratively and communicate effectively with clients and colleagues</li><li>
Strong drafting and analytical skills</li><li>
Deep understanding of trust and estate laws and tax implications</li><li>
Ability to work independently while contributing to a collaborative environment</li><li>
Excellent organizational a time management abilities</li><li>
Professional demeanor and client-centered communication style</li></ul>
Requirements<ul><li>
Minimum of 3 years&rsquo; experience as an estate planning attorney, with a strong background in drafting wills and trusts</li><li>
Juris Doctor (JD) degree from an accredited law school</li><li>
Licensed and in good standing to practice law in the State of Texas</li><li>
 In-depth knowledge of estate planning, probate, and tax laws</li><li>
Excellent analytical, negotiation, and communication skills</li><li>
The ability to handle sensitive matters with discretion and professionalism</li><li>
Proven track record of developing and maintaining strong client relationships</li><li>
Strong organizational skills, with the ability to manage multiple cases simultaneously</li><li>
A commitment to providing outstanding client service</li><li>
Proficiency in legal research tools and software</li><li>
Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients' lives.</li></ul>
What Kean Miller Offers
We offer a people-first culture, meaningful work, competitive salaries, and an extensive benefits package that includes health, life, disability, dental, vision coverage and 401(k).
How to Apply
Please submit a resume to Renee.Carughi@keanmiller.com or apply through our Careers Page on our website. All submissions are held in the strictest confidence.
Kean Miller is committed to providing equal employment opportunity to all applicants and employees in full compliance with all state, federal and local laws prohibiting discrimination based upon, race, color, national origin, gender identity, age, genetic information, disability, military or veteran status, religion, sexual orientation, or other status or activity protected by law.
About Kean Miller
Kean Miller is one of the largest and best recognized law firms in the Gulf South region and the largest law firm based in Baton Rouge. For 42 years, the Firm has been innovating and growing, revolutionizing the standards for excellence in client service, and earning numerous awards for its market-leading practices and thoughtful and creative legal representation. Mansfield certified for the sixth consecutive year, Kean Miller has been consistently named to the National Law Journal&rsquo;s NLJ 500 and the Law360 Top 400 lists. The Firm is routinely recognized as a Best Place to Work by business publications in Baton Rouge, New Orleans, Shreveport, and Houston. The Firm&rsquo;s collaborative culture, people-first approach, and devotion to quality are foundational to the Firm&rsquo;s continued success, reflecting its reputation in the market.</div>

Estate Planning Partnership Track Associate

Feldman, Kramer & Monaco

<div>Feldman Kramer &amp; Monaco, a dynamic law firm located in Syracuse and Hauppauge NY, is seeking a self-motivated, organized and detail-oriented Associate to join our progressive, innovative team in Westchester, New York. 
You must have 3 years Wills &amp; Estate experience. Individual must be a highly motivated self-starter that is comfortable with extensive client contact, (including visiting their offices) and possess strong writing skills. This position has no billable hours or caseload, it will primarily consist of executing Will Contracts. 
We offer:<ul><li>
Generous compensation package, based on experience staring at $90,000 annually</li><li>
Medical benefits</li><li>
4 weeks&rsquo; vacation after 5 years of employment</li><li>
Professional atmosphere with excellent comradery amongst colleagues</li><li>
Flexible Hours and Hybrid work schedule</li></ul> 

Duties &amp; Responsibilities: 
<ul><li>Advises clients concerning Trusts, &amp; Estate matters and transactions, claim liability, advisability of prosecuting or defending lawsuits, or legal rights and obligations.</li><li>Advises clients on asset protection.</li><li>Interprets laws, rulings and regulations.</li><li>Prepares and drafts legal documents, such as wills, trusts, deeds, estate documents and contracts.</li></ul> 

Skills and abilities: 
<ul><li>Detailed knowledge of Wills &amp; Estate Laws.</li><li>Strong oral and written communication skills.</li><li>Strong analytical, logical reasoning and research skills.</li><li>Strong organizational and time management skills.</li><li>Strong customer service and personal service orientation.</li><li>Ability to ask pertinent questions, actively listen to answers and synthesize information in order to formulate advice based on sound judgment and strong knowledge of the law and legal precedence.</li><li>Ability to keep client and Firm matters confidential</li></ul>
Education and Experience required: 
<ul><li>Juris Doctor Degree plus admission to state bar.</li><li>Minimum three years of experience working as an attorney in Wills &amp; Estate Law.</li></ul>

oVXJCLORYC</div>

Attorney- Trusts & Estates

Dolan & Associates, P.C.

<div>If you are an experienced Estate Planning Attorney just looking for that next job, then move on to the next ad. 
But if you believe (like we do) that everyone should have an Estate Plan and that a disciplined planning approach is the only reliable solution to protect one&rsquo;s legacy and wealth, then we want to talk to you! 
Dolan &amp; Associates is a premier Estate Planning law firm in Brighton, Colorado, providing top-notch service in a concierge, compassionate, and client-focused setting for over 30 years. 
We are actively recruiting for an experienced Estate Planning Associate to join our growing team and hit the ground running. 
Great Job. Great People. Sound Interesting? 
We bring a high level of energy, positivity, and can-do attitude to work every day. Our Firm is small enough that everyone is a critical part of the team, yet big enough to offer the security and benefits you want. 
We&rsquo;re not transactional. We build long-term relationships with clients.
Plus, our office is located in convenient, beautiful Brighton, Colorado (no traffic, easy parking!). 
What You Get<ul><li>
Rewarding work helping people protect their legacy and assets</li><li>
Health insurance, paid time off and retirement plan</li><li>
Great people. A friendly and professional place to work</li></ul> 
How to Get Started
Please provide a brief description &ndash; not a full cover letter &ndash; telling us about you: what you enjoy? What motivates you?
Compensation:
$105,000 - $130,000 yearly
Responsibilities:
What You&rsquo;ll Be Doing (Besides Loving Your Job)<ul><li>
Be a key member of our legal team</li><li>
Consult with prospective clients and lead them through our proprietary Estate Planning Processes.</li><li>
Provide expert legal advice and deliver superior Estate Planning and Asset Protection work products.</li><li>
Research, design, and create customized Trust provisions.</li><li>
No contested or litigated matters!</li></ul>
Qualifications:<ul><li>
Juris Doctor of Law (JD) and active Colorado Bar license.</li><li>
Two or more years of Estate Planning, Elder Law, Probate and Trust Administration experience.</li><li>
Demonstrated ability to hit the ground running and take initiative in a fast-paced, service-oriented firm.</li></ul>
About Company 
We are an entrepreneurial estate planning law firm that is on track for aggressive growth.</div>

Trust And Estate Planning Attorney

Campolo, Middleton & McCormick, LLP

Campolo, Middleton &amp; McCormick, a Forbes-recognized top corporate law firm with offices across Long Island, seeks a Trusts &amp; Estates Associate Attorney with at least 2 years of relevant experience to work closely with high-net-worth clients of the law firm and a multifamily office. We are seeking an attorney familiar with estate and trust planning, estate administration, and general business tax, with an interest in sophisticated estate planning strategies. This position is based in our Ronkonkoma office.Duties &amp; Responsibilities<ul><li>Assist in the creation of estate plans for high-net-worth clients and draft estate planning documents</li><li>Stay up-to-date and be able to advise clients on relevant state and federal tax laws</li><li>Advise shareholders of closely held corporations on estate and gift tax issues, executive compensation issues, and business succession</li><li>Advise on charitable contributions and formation and operation of charitable foundations</li><li>Work closely with clients&rsquo; other professional advisors including legal, accounting, and finance</li><li>Assist with general tax planning for corporate clients</li><li>Probate administration and trust administration</li></ul>Qualifications<ul><li>Admitted to practice in NYS</li><li>At least 2 years of related experience</li></ul>CMM is an equal opportunity employer.Job Type: Full-timePay: $110,000.00 - $130,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Trusts & Estates Associate

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