Estate Planning Attorney

STEIN LAW LLC

Estate Planning Attorney

Atlanta, GA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Employee discounts

    Health insurance

    Paid time off

    Stein Law seeks to add an estate planning attorney to our growing firm. Our ideal candidate is an attorney with 3 to 5 years of recent experience in estate planning with taxable estates, with an inclination to learn about federal income tax and entity taxation.

    This is an on-site, full-time position located in the Sandy Springs, Georgia office.

    Our Company:

    Stein Law specializes in estates and trusts, corporate matters, tax controversy, and tax planning, with more than 45 years of combined experience assisting startups, entrepreneurs, and multi-generational family businesses. We focus on the formation and operation of their businesses, beginning with planning and entity selection designed to achieve our clients’ short-term and long-term objectives. We represent a variety of entity types, operating throughout the world and throughout their business life cycles.

    Stein Law is a highly collaborative work environment where the individual is valued, and communication is a top priority.

    Required Qualifications:

    · 3-5 years of hands-on experience in estate planning with taxable estates, including wills, revocable and irrevocable trusts

    · Excellent research, writing, and drafting skills

    · Knowledge of estate, gift, and GST tax implications · Strong communication skills and ability to work collaboratively with colleagues and external advisors

    Preferred Qualifications:

    · Experience with advanced estate planning structures, including Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), Spousal Lifetime Access Non-Grantor Trusts (SLANTs), Intentionally Defective Grantor Trusts (IDITs), Dynastic Trusts, and offshore Trusts

    · Familiarity with trust decanting, restructuring, and multi-generational planning strategies

    · Experience with trust administration and settlement of complex estates

    · Exposure to or willingness to develop expertise in Private Placement Life Insurance (PPLI) structures and integration with estate plans

    Responsibilities:

    · Draft and review estate planning documents, including wills, revocable and irrevocable trusts. · Advise clients on estate planning strategies, tax implications, and/ or asset protection. · Conduct client meetings to understand their goals and provide tailored legal solutions. · Collaborate with other attorneys and professionals, such as financial advisors and accountants, to ensure comprehensive client care. · Stay current with changes in estate planning laws and regulations. · Represent clients in probate and estate administration matters as needed. · Research various issues including income, estate, Chapter 14, GSTT, and entity taxation.

    Profit Sharing Plan

    · Potential origination bonus eligible

    Benefits:

    · Medical, Dental, and Vision Insurance

    · 401(k) Plan: Employer match up to 4%

    · Disability Insurance: Long-term and short-term coverage

    · Life Insurance: Employer-provided coverage

    · Paid Time Off

    · Paid Holidays

    · Continuing Legal Education: Covered expenses subject to approval

    · State Bar Dues: Payment for membership fees