Trust And Estate Planning Attorney

Wagner Oehler, Ltd.

Trust And Estate Planning Attorney

Rochester, MN
Full Time
Paid
  • Responsibilities

    Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you! Responsibilities: • Keep client files properly organized and up to date • Prepare wills, trusts, and power of attorney documents • Attend court proceedings as needed to represent clients • Collaborate with senior partners and paralegals to effectively move files through the civil litigation process • Provide clients with information about retirement plans, charitable contributions, and insurance choices • Supervise administrative staff, paralegals, and law clerks. • Complete estate tax analysis, credit shelter trust funding, and disclaimer options. • Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q. • Guide and advise clients through all aspects of trust and estate administration. • Work with farmers and business owners to establish sound estate plans and succession plans. Qualifications: • Member in good standing and actively involved with the ABA (American Bar Association) • 4-year degree with a legal background and J.D. degree are necessary for this position • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary • Excellent communication skills, especially in highly stressful and emotional situations • Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation • Must have extensive estate planning and estate administration experience. • Must have worked in a similar position for 5 years minimum. • Must be licensed in the State of Minnesota. Compensation: $130,000 - $160,000 yearly

    • Supervise administrative staff, paralegals, and law clerks. • Complete estate tax analysis, credit shelter trust funding, and disclaimer options. • Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q. • Guide and advise clients through all aspects of trust and estate administration. • Work with farmers and business owners to establish sound estate plans and succession plans.

  • Compensation
    $130,000-$160,000 per year