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Estate Planning Attorney

Full-time 16 views

Recruiter

Phoenix, AZ, United States

Estate Planning Attorney

Attorney

BCG Attorney Search

Company Review

2-13 yrs required

Full-time

No

Phoenix office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney preferably with 4-8 years of experience with various aspects of estate planning and probate, including drafting wills, trusts, and other estate planning instruments; advising clients as to how to fund their trusts, including; advising clients as to making beneficiary changes to their retirement plan and IRAs, real estate transfer instruments, assignments of interests in limited liability companies, partnerships, and corporations, etc.; preparing federal transfer tax returns, including for estate, gift, and generation-skipping transfer taxes; providing advice and guidance to clients needing more advanced estate plans, including charitable planning, business succession planning, and income tax planning and implementation of the same; assisting with the administration of estates and trusts, including preparing and submitting probate court filings and follow up with the court, as necessary. Must have Admission to Arizona Bar.

Legal

May 16, 2024
Apr 16, 2024

Job Feedback

Recruiter

Attorney

2-13 yrs required

Full-time

Legal

Apr 16, 2024

May 16, 2024

Profile

Phoenix office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney preferably with 4-8 years of experience with various aspects of estate planning and probate, including drafting wills, trusts, and other estate planning instruments; advising clients as to how to fund their trusts, including; advising clients as to making beneficiary changes to their retirement plan and IRAs, real estate transfer instruments, assignments of interests in limited liability companies, partnerships, and corporations, etc.; preparing federal transfer tax returns, including for estate, gift, and generation-skipping transfer taxes; providing advice and guidance to clients needing more advanced estate plans, including charitable planning, business succession planning, and income tax planning and implementation of the same; assisting with the administration of estates and trusts, including preparing and submitting probate court filings and follow up with the court, as necessary. Must have Admission to Arizona Bar.

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