Attorney with 4+ years of trust and estate experience Job in West Chester, PA Near Me - 125393 | BCGSearch.com

Attorney with 4+ years of trust and estate experience

Type Full-Time

Location Pennsylvania - West Chester

Job ID WBYI125393

Experience Level Midlevel Associate

Job Experience Min. 4 - Max. 8 Years

Ranking 1 : Mostly Consumer $

Estimated Salary Consumer Facing Salary (Tends to be on Lower End to Lowest in Market (Varies by Firm))

Practice Areas Trusts and EstatesTax - GeneralLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2017-09-20 11:44:49

West Chester office of our client seeks attorney with 4+ years of law firm experience in estates, trust, tax and wealth planning. The candidate handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions. Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, charitable trusts, QPRT s, family limited partnership agreements, and other documents for clients with wide-ranging net worths. Works with estate paralegals to handle the administration of estates and trusts. Prepares and reviews contracts, business filings, and other documents relevant to corporate, tax, and other business matters. Assists with sophisticated income tax matters, wealth transfer planning, trusts and estates, probate and closely-held business matters and related transactions. Handles a broad range of tax issues affecting both individuals and entities, able to draft simple and/or complex planning documents, supervises the preparation of both federal and state tax returns and performs all aspects of estate planning and administration. Communicates with clients and other parties involved in transactions and other legal representations. Performs other duties as required. Must have strong experience in drafting complex estate planning documents with outstanding scrivener skills. Must be admitted to practice law in the Commonwealth of Pennsylvania with Delaware being a plus. An LL.M. degree in Tax or CPA designation or in process is highly preferred. Experience in estate and tax planning for high net worth individuals and families, as well as experience with estate administration, business succession, charitable planning, and taxation issues is essential. Experience in preparing and reviewing estate, inheritance, gift and fiduciary income tax returns is needed. Must have solid knowledge and understanding of estate, inheritance, fiduciary income and gift tax rules.

This firm has offices in Maine, Massachusetts, Vermont, as well as two offices in Connecticut. This firm is recognized nationally for handling mortgage default related matters with expertise. This firm is a member of the USFN, the MDSA, the Legal League 100, and the Connecticut Mortgage Bankers Association, Inc. The firm is a full-service firm and has a wide range of practice areas in order to help clients. The firm has been practicing for over 25 years.

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