Job Details

Estate and Trust Attorney with 4+ years of wealth planning experience

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Company name

BCG Attorney Search

Organization Type

Recruiter

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

4-8 yrs required

Location

Centerville, DE

Date Last Verified

Jun 15,2018

Posted on

May 15,2018

23 hits

Profile

Centerville office of our client seeks estate and trust, business, tax and wealth planning attorney with 4+ years of law firm experience. 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. 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. Should have experience in drafting complex estate planning documents with outstanding scrivener skills. Admission to practice law in the Commonwealth Delaware with Pennsylvania a plus. An LL.M. 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 needed. Experience in preparing and reviewing estate, inheritance, gift and fiduciary income tax returns is essential. Should have solid knowledge and understanding of estate, inheritance, fiduciary income and gift tax rules.

Company info

BCG Attorney Search