Trusts And Estates Attorney- Partner Level

Excellent regional law firm is seeking a Partner Level attorney with an Estate Planning practice to join its team.

Seeking Attorneys with practices that assist business owners both middleclass and wealthy families and individuals with estate planning and elder law planning needs as well as handle trust and estate administration matters.

The Ideal attorney would have an existing book of business of $100K or more.

Responsibilities will include preparing estate planning documents including wills revocable trusts irrevocable trusts Special Needs Trusts

Other duties will include:

• Creating customized documents beyond the boilerplate basics
• Preparing complex federal gift tax and estate tax returns (federal and state)
• Preparing judicial and informal and estate and trust accountings receipts/releases/refunding agreements
• Preparing real estate documents including review of deeds and transfers of cooperative shares related to the funding of trusts.
• Advising clients on elder law matters including Medicaid and asset protection planning related to all public benefits
• Drafting and funding of asset protection trusts including Medicaid trusts Special Needs Trusts and PooledIncome Special Needs Trusts.
• High net worth gift and tax planning including drafting spousal trusts (SLATs) GRATs and generationskipping trusts for the benefit of clients descendants and other types of trusts commonly used in estate planning promissory notes LLC operating agreements etc.

Remote Work :

No