Estate Planning Attorney

Profile

Job Overview

A law firm seeks a skilled Estate Planning Attorney in Portland, OR. The ideal candidate will have 3-5 years of experience in estate planning, including drafting wills and trusts, administering estates, and advising on tax strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, along with exceptional interpersonal skills to build lasting client relationships.

Duties

• Advise clients on estate planning, including wills, trusts, and healthcare directives.
• Draft estate planning documents tailored to client needs.
• Conduct client consultations and collaborate on tax minimization strategies.
• Handle trust and estate administration, including probate proceedings.
• Stay current on changes to estate, gift, and inheritance tax laws.
• Coordinate with financial advisors and other professionals.
• Support clients with gifting strategies and charitable planning.
• Handle guardianship and conservatorship matters as needed.

Requirements

• Juris Doctor (JD) from an accredited law school.
• Active bar membership in Oregon and/or Washington.
• 3-5 years of experience in estate planning and administration.
• Strong drafting and analytical skills with attention to detail.
• Knowledge of federal and state tax laws related to estates and trusts.
• Excellent client communication and relationship-building abilities.
• Ability to manage multiple client matters independently.
• LL.M. in Taxation or CFP designation is a plus.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Active bar membership in Oregon and/or Washington.

Skills

• Strong drafting and analytical skills.
• Excellent client communication abilities.
• Ability to manage multiple client matters efficiently.

Benefits

• Health, dental, and vision insurance.
• Retirement plan with employer contribution.
• Paid time off and flexible scheduling.
• Continuing legal education (CLE) support.
• Collaborative and supportive work environment.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306