Trusts And Estate Planning Attorney Job in Blue Bell, PA Near Me - 346138 | BCGSearch.com

Trusts And Estate Planning Attorney

Type Full-Time

Location Pennsylvania - Blue Bell

Job ID JP29346138

Experience Level Junior Associate

Job Experience Min. 1 - Max. 8 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2024-09-25 00:01:09

Job Title: Trusts And Estate Planning Attorney

Job Overview:

A law firm located in Blue Bell, PA, is seeking a highly qualified Trusts and Estate Planning Attorney. The role focuses on providing comprehensive estate and tax planning services to high-net-worth individuals, including estate and trust administration, gift tax planning, charitable planning, and guardianships.

Duties:

  • Drafting complex trusts, wills, powers of attorney, and related legal documents.
  • Providing counsel on tax planning, special needs planning, elder law, and life insurance matters.
  • Applying knowledge of tax laws to minimize tax liabilities for clients in estate planning.
  • Managing probate proceedings for trust and estate administration, guardianships, and related legal matters.
  • Identifying opportunities for business development with existing clients and prospects.

Requirements:

  • Extensive knowledge of probate proceedings, trust and estate administration, guardianships, and conservatorships.
  • Demonstrated ability to work independently.
  • Proven competence in tax compliance for individuals, estates, and trusts.
  • Excellent analytical, research, writing, and oral communication skills.

Education:

  • JD required.
  • LLM preferred.

Certifications:

  • Active Pennsylvania Bar license required.

Job Location:

  • Blue Bell, PA

Skills:

  • Strong attention to detail and work ethic.
  • Professional communication and client management abilities.
  • Business development and growth-oriented mindset.

Benefits:

  • Health and dental insurance.
  • Generous 401(k) plan with matching contributions.
  • Paid time off (PTO).
  • Disability and life insurance.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.