Estate Planning Attorney

Estate Planning AttorneyPosition Overview We are seeking a skilled Estate Planning Attorney to advise individuals, families, and fiduciaries on comprehensive estate planning, tax-efficient wealth transfer, and elder law matters. The ideal candidate will draft and implement wills, trusts, powers of attorney, and advance directives; provide Medicaid and long-term care planning; assist with probate and trust administration; and collaborate with financial advisors to create integrated strategies that meet clients goals while minimizing tax exposure and preserving assets for future generations.

Key ResponsibilitiesCounsel clients on estate planning goals and develop personalized strategies for wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and beneficiary designations.

Draft, review, and execute estate planning documents, including complex trust agreements, marital deduction and credit shelter planning, and charitable giving instruments.

Advise on federal and state gift, estate, and income tax implications; prepare and review estate tax returns and tax-related filings in coordination with tax professionals.

Provide elder law and long-term care planning, including Medicaid planning, asset protection strategies, special needs planning, and guardianship/conservatorship matters.

Assist with trust and probate administration: advise executors and trustees, prepare necessary pleadings, prepare accountings, and manage estate settlement processes.

Represent clients in contested probate, trust disputes, guardianship hearings, and other estate litigation when necessary or coordinate with litigators.

Conduct legal research and stay current on changes in estate, tax, and elder law; ensure compliance with state and federal regulations affecting estate planning and fiduciary duties.

Maintain accurate client files, billing records, and engagement letters; work with paralegals and support staff to ensure timely delivery of services.

Develop and maintain relationships with financial advisors, accountants, insurance professionals, and other referral sources to grow the practice.

Participate in community outreach, client seminars, and continuing legal education to educate clients and referral sources on estate planning topics.

QualificationsJuris Doctor (JD) from an accredited law school and admission to the state bar in good standing.3+ years of experience practicing estate planning, wills, trusts, and probate; candidates with significant elder law or tax planning experience are encouraged to apply.

Proven knowledge of federal and state estate, gift, and income tax principles and experience preparing estate tax returns or working alongside tax advisors.

Experience with Medicaid planning, long-term care issues, and guardianship/ conservatorship proceedings preferred.

Strong drafting skills with attention to detail and the ability to prepare complex trust and estate documents.

Excellent client counseling, negotiation, and oral/written communication skills; comfortable explaining technical legal and tax concepts to non-lawyers.

Experience managing trust and probate administration matters and familiarity with court procedures related to estates.

Ability to work independently and collaboratively in a team environment; experience supervising or coordinating with paralegals and support staff.

Proficiency with legal practice management software, document management systems, and standard office productivity tools.

Commitment to professional development and participation in relevant bar sections or estate-planning associations (e.g., ABA, AICPA estate planning groups, state trusts and estates section).Benefits

• Generous Performance-Based Bonus
• Hybrid
• Flexible PTO
• Health insurance
• 401k
• Profit sharing