Attorney - Private Clients, Trusts & Estates

7-7 yrs required

Full-time

No

# Attorney - Private Clients, Trusts & Estates

ArentFox Schiff is seeking a mid-senior level Staff Attorney to join the Trusts & Estates group in our Washington, DC office. This is an exciting opportunity for an experienced attorney to handle all aspects of estate and trust administration and assist with estate planning matters, specifically relating to DC, MD and VA.

## Job Description

The ideal candidate will have a minimum of 7 years of experience and be able to:

* Prepare estate tax returns, gift tax returns and fiduciary income tax returns
* Maintain books and record for estates and trusts
* Assist with asset valuations (as of date of death and alternate valuation date)
* Verify bank balances and prepare inventory and appraisement
* Coordinate and manage post-death administration of trusts and estates
* Maintain estate bank accounts and investments
* Prepare and file probate forms and manage dockets
* Appear in probate court in routine probate matters
* Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents
* Prepare annual trust accountings
* Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trusts
* Determine the documentation necessary to effect sale or transfer of probate and non-probate assets, including real estate, securities, bank accounts, partnership and LLC interests, corporate stock, promissory notes, mortgages, automobiles and recreational vehicles
* Obtain federal and state tax clearance to release any tax liabilities
* Coordinate the transfer of assets into trusts, including bank accounts, stock transfers, partnership and LLC transfers, and real estate deeds
* Prepare financial/computation spreadsheets
* Ability to draft routine estate planning documents, such as wills, revocable trusts and powers of attorney, is appreciated but not required

Candidates should be licensed and in good standing in DC, MD or VA.

## Qualifications

* A minimum of 7 years of experience
* Strong knowledge of gift and estate tax, generation-skipping transfer tax and fiduciary income tax principles
* Proficiency in a tax preparation program such as GEMS, Wolters Kluwer and CCH Axcess
* Proficiency with Windows-based software, Microsoft Word, Excel and Outlook
* Ability to work in an organized, efficient manner under minimal supervision
* Ability to deal directly with clients in an effective manner
* Ability to take a proactive approach to being team oriented

## Benefits

ArentFox Schiff offers a competitive salary and excellent benefits. The good faith base salary range for this position is a minimum of $160,000 to a maximum of $250,000 per year. The actual salary rate offered to candidates within that range will depend on a variety of factors, including without limitation, years of relevant experience, education, applicable bar admissions, and the candidate’s overall qualifications for the position as assessed by the Firm.

## Diversity and Inclusion

At ArentFox Schiff, we know that diverse backgrounds produce different perspectives, richer thinking, and more creative solutions to the challenges our clients face. We hope you share that vision. Join us and take on the challenge of doing meaningful work while helping us build a culture that reflects our dedication to diversity, equity, and inclusion.

ArentFox Schiff is committed to equal employment opportunity and diversity in the workplace. We maintain a policy of considering all qualified applicants for employment without regard to race, color, religion or creed, sex, gender, sexual orientation, gender identity or expression, age, citizenship status, order of protection status, national origin, ancestry, medical condition, genetic information, marital status, physical or mental disability, parental status, source of income, military or veteran status, unfavorable discharge from military service, or any other basis protected by federal, state or local law. We will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

Equal Opportunity Employer, Minority/Female/Disabled/Vets/Sexual Orientation/Gender Identity.

None

Competitive salary and excellent benefits

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Prepare estate tax returns, gift tax returns and fiduciary income tax returns; Maintain books and record for estates and trusts; Assist with asset valuations; Verify bank balances and prepare inventory and appraisement; Coordinate and manage post-death administration of trusts and estates; Maintain estate bank accounts and investments; Prepare and file probate forms and manage dockets; Appear in probate court in routine probate matters; Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents; Prepare annual trust accountings; Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trusts; Determine the documentation necessary to effect sale or transfer of probate and non-probate assets; Coordinate the transfer of assets into trusts; Prepare financial/computation spreadsheets

Submit resume and law school transcripts

Qualification and Experience Licensed and in good standing in DC, MD or VA.

Legal