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Date Last Verified
Years of Experience
ProfileTax, Trusts, and Estates Paralegal Duties: Team with attorneys in all phases of administering complex estates, trusts, including, but not limited to, preparation of Court documents, accountings and plans of distribution. Engage directly with clients. Compile and analyze tax information; identify issues and resolutions; and prepare tax planning models and projections. Prepare complex estate planning tax projections. Prepare tax returns (fiduciary, estate, gift and GST, individual and related entities); respond to tax notices and correspondence; prepare amended returns and assist with audit process or tax court proceedings. Draft basic wills and revocable trusts. May be requested to perform other duties not listed above.
Qualification and Experience
Qualifications: Bachelorâ€™s degree or completion of a paralegal program. 3 + years of experience as a trusts & estates paralegal. Thorough understanding and knowledge of the estate and trust administration process from the initial client conference to final distribution and closing. Deep understanding and knowledge of all phases of tax compliance relating to estate, gift, generation-skipping, fiduciary income and individual income tax returns. Working knowledge of the estate planning process. Ability to assist clients to meet probate and trust administration and tax compliance requirements. Excellent verbal and written communication skills. Analytical ability, with excellent attention to detail and organizational skills. Willingness to accept responsibility to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment and very strong client service skills.
Dorsey & Whitney LLP.
50 South Sixth Street
Minneapolis, MN 55402
Former Employee - Reviewed on December 18, 2017
Try your best and keep your nose to the grindstone. There is a lot of work to do but people will help out if you simply ask.Pros : I was an intern at Dorsey & Whitney LLP for 6 months. I learned a lot of valuable knowledge and was able to get my hands on my first few cases.