Jobot Portsmouth, VA , Portsmouth City, VA
Posted 2 days ago
Growing law firm with competitive compensation, benefits and 401(k) matching. This Jobot Job is hosted by:
Brooke Meyer Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $180,000 per year A bit about us:
Law firm supporting businesses with legal needs. We provide our clients with the quality of work that they are deserve. Why join us?
Medical Insurance Paid Time Off 401(k) matching Paid Holidays Dental Insurance Vision Insurance Life Insurance Job Details About the job: A Trust and Estates Attorney is sought to join a dynamic Trust & Estates team. The Trust and Estates Attorney specializes in advising clients on estate planning, asset protection, probate, and trust administration matters.
The attorney works with individuals and families to help them manage their wealth and plan for the transfer of their assets upon death. This includes drafting wills, trusts, powers of attorney, and other legal documents, as well as providing counsel on tax implications, charitable giving, and complex family dynamics. Required Qualifications:
Education:
Juris Doctor (JD) degree. Licensing: Admission to the state bar of Virginia. Experience: Minimum 3 years of experience in trust and estate planning, trust administration, probate law, or related fields.
Experience with complex estate planning (including business succession, tax-efficient planning, and charitable planning) is preferred. Familiarity with estate and trust litigation. Skills: Strong knowledge of trust and estate law, including relevant tax codes, probate procedures, and asset protection strategies.
Excellent written and verbal communication skills. Detail-oriented with strong organizational skills. Proficiency in legal research and utilizing relevant software tools.
Personal Attributes: Strong interpersonal skills. Empathy and discretion when dealing with sensitive family and financial matters.
A client-focused, solutions-oriented mindset. Responsibilities: Estate Planning: Advise clients on estate planning strategies to minimize taxes, avoid probate, and ensure proper asset distribution.
Draft and review wills, trusts, durable powers of attorney, healthcare directives, and other estate planning documents. Tailor estate plans to address specific client needs. Trust Administration:
Guide clients through the administration of trusts. Assist in the preparation of trust accountings, tax filings, and other necessary documentation. Advise trustees on fiduciary duties and compliance with trust terms.
Probate and Estate Administration: Represent clients in probate proceedings. Prepare and file necessary documents with probate courts.
Help clients navigate the distribution of assets according to a decedent’s will or trust. Tax Planning: Advise clients on estate and gift tax matters.
Work with accountants and financial advisors to ensure tax-efficient planning. Charitable Giving: Provide counsel on charitable giving strategies.
Advise clients on the tax benefits of charitable giving. Litigation Support: Handle or support litigation matters relating to trusts and estates.
Represent clients in disputes over estate administration. Client Relationship Management: Build and maintain long-term relationships with clients.
Act as a trusted advisor. Legal Research and Continuing Education: Stay current on changes in laws, regulations, and trends affecting trusts and estates.
Attend professional development seminars. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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