Estates & Trusts Attorney
About The Position
We are seeking an attorney to join the Estates & Trusts practice group in our Pittsburgh office. The attorney will work closely with our practice group on all facets of estate planning, business succession planning, and the administration of estates and trusts. Some of the key responsibilities are listed below: Draft estate planning documents including wills, trusts, powers of attorney, and other estate and succession plan documents. Incorporate estate tax planning strategies including irrevocable and revocable trusts, wills, Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Provide analysis and counsel to clients on legal and tax issues relating to estate planning and administration. Perform thorough legal research, identifying necessary information to navigate and guard against legal risks facing the client. Provide support for disputes involving fiduciary responsibility, estates and trusts, and other family matters. Prepare inheritance tax returns as well as federal estate and gift tax returns. Please note that we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities, as they may change to meet the ongoing needs of clients and the firm.
Requirements
- License to practice law in Pennsylvania
- 4+ years' experience in estates and trusts law
- Significant experience drafting estate planning documents
- Experience with direct client contact
- Excellent communication skills
- Solid writing and editing skills with a focus on developing thoughtful and persuasive messaging
- Ability to work in and adapt to a fast-paced work environment
- Strong organizational, time management, and project management mindset
- Commitment to professionalism, cooperation, and teamwork
- A strong drive to provide proactive, client-focused legal services
Nice To Haves
- Experience in business and entity formation and governance
- Experience with asset transfers, trust funding, and related documentation as part of effectuating an estate plan
- Experience with iManage document management system
- Experience filing court documents, electronically preferred
- Active Notary license
Responsibilities
- Draft estate planning documents including wills, trusts, powers of attorney, and other estate and succession plan documents.
- Incorporate estate tax planning strategies including irrevocable and revocable trusts, wills, Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs).
- Provide analysis and counsel to clients on legal and tax issues relating to estate planning and administration.
- Perform thorough legal research, identifying necessary information to navigate and guard against legal risks facing the client.
- Provide support for disputes involving fiduciary responsibility, estates and trusts, and other family matters.
- Prepare inheritance tax returns as well as federal estate and gift tax returns.
Benefits
- Medical, Dental, and Vision plans for individuals and family
- Company paid life insurance, short- and long-term disability plans
- Flexible Spending Account
- Profit Sharing 401k Plan
- Paid Time Off and Holidays
- Lateral Attorney Referral Program
- Tuition Assistance
- Marketing Resources and Assistance
- Personal mentor to provide guidance and advice to develop your practice
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
