Estate Tax Planning Attorney

Overview

A legal services organization is seeking experienced estate tax attorneys across multiple states, with an immediate need for an Estate Planning Attorney. The role involves drafting comprehensive estate plans using WealthCounsel or similar estate planning software.

Responsibilities

• Draft wills, trusts, and related estate planning documents
• Ensure compliance with estate tax laws and regulations
• Collaborate with the team while working independently and remotely
• Apply advanced estate planning strategies such as Spousal Lifetime Access Trusts (SLATs), Charitable Lead Annuity Trusts (CLATs), Charitable Remainder Trusts (CRTs), valuation discounts, and other advanced tax planning techniques

Requirements

• Licensed attorney with a minimum of 3 years of experience in estate planning
• Familiarity with estate tax planning laws
• Experience using WealthCounsel or similar estate planning software preferred
• Ability to work remotely with flexible hours

Additional Information

• Contract position
• Open to candidates from various states; applicants should describe their relevant experience if not in the immediate need states