Estate Planning Attorney Job at Jobot, Cockeysville, MD

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  • Jobot
  • Cockeysville, MD

Job Description

This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $175,000 per year

A bit about us:

Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.

Why join us?
  • Medical, dental, vision
  • 401(k)
  • Child care support
  • Paid maternity and paternity leave
  • Tuition assistance

Job Details

Responsibilities:
  • Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
  • Review and summarize trust and key estate planning documents.
  • Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
  • Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
  • Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
  • Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
  • Advise clients on gifting strategies and rules.
  • Stay updated on changes in estate planning laws and regulations.
  • Implement and manage estate planning software to assist in estate planning.
Qualifications:
  • 7-10 years of experience in estate planning, trust administration, and/or estate administration
  • Strong knowledge of estate tax laws and strategies for tax minimization.
  • Ability to provide excellent client service and manage client relationships with professionalism.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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