Estate Planning Attorney
Seeking an Estate Planning Attorney to join a well-established law firm serving closely held businesses, business owners, and high-net-worth individuals. This role offers the opportunity to advise clients on estate planning, tax planning, and business succession strategies while drafting sophisticated legal documents and building long-term client relationships. If you're looking for meaningful work, a collaborative team, competitive compensation, strong benefits, and an excellent work/life balance, this is an outstanding opportunity.
Responsibilities
- Advise business owners and individuals on estate planning, wealth preservation, and tax-efficient strategies.
- Develop and implement business succession and legacy planning solutions.
- Draft estate planning documents, including wills, trusts, powers of attorney, and related business planning documents.
- Prepare partnership, shareholder, and related business agreements.
- Stay current on changes in federal and state tax laws to ensure clients receive the most effective and compliant legal guidance.
- Build trusted client relationships by delivering practical, customized legal solutions.
Qualifications:
- Juris Doctor (J.D.) from an accredited law school.
- Active license and good standing with the State Bar.
- 2 to 3+ years of experience in estate planning, taxation, business planning, or a related practice area.
- Strong analytical, drafting, and problem-solving skills.
- Excellent written and verbal communication abilities.
Compensation & Benefits:
- Competitive compensation, based on experience.
- Performance-based bonus tied to billable hours.
- Medical, dental, and 401(k) benefits.
- Generous Paid Time Off (PTO).
- Excellent work/life balance with a low annual billable requirement of just 1,764 hours, significantly below many private practice firms.
Why Join This Firm?
- Work with a respected practice focused on closely held businesses and business owners.
- Handle sophisticated estate planning, tax planning, and business succession matters.
- Enjoy meaningful client relationships and a collaborative team environment.
- Build your practice while maintaining a healthy work/life balance.