Job Details

Attorney with 4+ years of trust and estate experience

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Company name

BCG Attorney Search

Organization Type

Law Firm

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

4-8 yrs required

Location

USA West Chester, PA

Posted on

Sep 09,2017

11 hits

Profile

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.

Company info

BCG Attorney Search