Estate and Gift Planning Attorney

Position Summary The Estate and Gift Planning Attorney provides legal counsel to individuals, families, business owners, and high-net-worth clients on estate planning, wealth preservation, and wealth transfer strategies.

This role drafts and reviews estate planning documents, advises clients on gift and estate tax implications, and develops strategies to minimize tax exposure while preserving family wealth and ensuring the orderly transfer of assets.

Key Responsibilities

• Advise clients on estate planning, wealth preservation, and intergenerational wealth transfer strategies.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Develop gift and estate tax planning strategies in accordance with applicable federal and state laws.
• Advise clients on lifetime gifting, charitable giving, trust structures, and generation-skipping transfer tax planning.
• Assist with estate and trust administration, probate matters, and fiduciary responsibilities.
• Prepare or coordinate estate, gift, and generation-skipping transfer tax filings, including Forms 706 and 709, as applicable.
• Collaborate with tax advisors, CPAs, financial planners, and other professionals to implement comprehensive wealth transfer plans.
• Advise business owners on succession planning, ownership transfers, and estate planning for closely held businesses.
• Conduct legal research and monitor changes in tax laws, regulations, and estate planning practices.
• Maintain strong client relationships and provide personalized legal guidance on complex estate and tax matters.
• Ensure compliance with applicable ethical requirements, professional standards, and legal regulations.