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Senior Trust and Estate Planning Attorney

Full-time 2 views

Recruiter

Burlington, VT, United States

Senior Trust and Estate Planning Attorney

Attorney

BCG Attorney Search

Company Review

3-7 yrs required

Full-time

No

Job Overview: A law firm is seeking a highly experienced Senior Trust and Estate Planning Attorney to join their team in Burlington, VT. The ideal candidate will have extensive expertise in estate planning, gift and estate tax planning, trust and estate administration, and a proven track record of working with high net-worth individuals and families to develop tax-efficient wealth transfer strategies. The successful candidate must demonstrate a strong work ethic, exceptional attention to detail, and excellent written and oral communication skills.

Duties:

  • Provide comprehensive estate planning services to high net-worth clients, including drafting wills, trusts, and other estate planning documents.
  • Advise clients on gift and estate tax planning strategies to minimize tax liabilities and maximize wealth preservation.
  • Oversee the administration of trusts and estates, ensuring compliance with legal requirements and fiduciary responsibilities.
  • Collaborate with clients' financial advisors, accountants, and other professionals to develop integrated wealth management solutions.
  • Conduct legal research and stay abreast of changes in estate planning laws and regulations.
  • Handle complex estate and trust litigation matters, if necessary.

Requirements:

  • Admission to practice law in Vermont is mandatory; eligibility for admission is acceptable.
  • Desirable: Admission to practice law in New Hampshire.
  • Proven experience in estate planning, gift and estate tax planning, and trust and estate administration.
  • Strong familiarity with business succession planning concepts.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Ability to prioritize tasks and manage multiple projects simultaneously.
  • Exceptional interpersonal skills and the ability to communicate effectively with clients and colleagues.
  • High level of integrity and commitment to maintaining client confidentiality.

Education & Certifications:

  • Juris Doctor (.) degree from an accredited law school.
  • Active license to practice law in Vermont; admission to the Vermont bar.
  • Desirable: Admission to the New Hampshire bar.

Skills:

  • Proficiency in drafting complex estate planning documents, including wills, trusts, and powers of attorney.
  • Thorough understanding of federal and state tax laws related to estate planning and wealth transfer.
  • Ability to interpret legal documents and statutes accurately.
  • Strong negotiation and mediation skills.
  • Proficient in legal research tools and databases.
  • Familiarity with estate planning software and technology solutions.

Legal

May 01, 2024
Apr 01, 2024

Job Feedback

Recruiter

Attorney

3-7 yrs required

Full-time

Legal

Apr 01, 2024

May 01, 2024

Profile

Job Overview: A law firm is seeking a highly experienced Senior Trust and Estate Planning Attorney to join their team in Burlington, VT. The ideal candidate will have extensive expertise in estate planning, gift and estate tax planning, trust and estate administration, and a proven track record of working with high net-worth individuals and families to develop tax-efficient wealth transfer strategies. The successful candidate must demonstrate a strong work ethic, exceptional attention to detail, and excellent written and oral communication skills.

Duties:

  • Provide comprehensive estate planning services to high net-worth clients, including drafting wills, trusts, and other estate planning documents.
  • Advise clients on gift and estate tax planning strategies to minimize tax liabilities and maximize wealth preservation.
  • Oversee the administration of trusts and estates, ensuring compliance with legal requirements and fiduciary responsibilities.
  • Collaborate with clients' financial advisors, accountants, and other professionals to develop integrated wealth management solutions.
  • Conduct legal research and stay abreast of changes in estate planning laws and regulations.
  • Handle complex estate and trust litigation matters, if necessary.

Requirements:

  • Admission to practice law in Vermont is mandatory; eligibility for admission is acceptable.
  • Desirable: Admission to practice law in New Hampshire.
  • Proven experience in estate planning, gift and estate tax planning, and trust and estate administration.
  • Strong familiarity with business succession planning concepts.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Ability to prioritize tasks and manage multiple projects simultaneously.
  • Exceptional interpersonal skills and the ability to communicate effectively with clients and colleagues.
  • High level of integrity and commitment to maintaining client confidentiality.

Education & Certifications:

  • Juris Doctor (.) degree from an accredited law school.
  • Active license to practice law in Vermont; admission to the Vermont bar.
  • Desirable: Admission to the New Hampshire bar.

Skills:

  • Proficiency in drafting complex estate planning documents, including wills, trusts, and powers of attorney.
  • Thorough understanding of federal and state tax laws related to estate planning and wealth transfer.
  • Ability to interpret legal documents and statutes accurately.
  • Strong negotiation and mediation skills.
  • Proficient in legal research tools and databases.
  • Familiarity with estate planning software and technology solutions.

Company info
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