Description:
Overview:Our Attorney's are responsible for guiding individuals and families through the complex processes of both federal and state taxable estate planning and administration. At Myatt & Bell, we believe in white glove service and being very hands on with our clients. It allows our clients to have confidence in us and that we will walk them through every aspect of estate planning.
The ideal candidate possess excellent communications and interpersonal skills, enjoy client-facing appointments, and enjoy working as part of a collaborative and supportive team. We are willing the train the right candidate that has a passion for estate planning!
Key Responsibilities & Skills:
- Experience with irrevocable estate and tax planning strategies (i.e., GRATs, IDGTs, SLATs, Family LLCs, charitable trusts, etc.) and familiarity with administering, decanting, and modifying complex trusts.
- Established understanding to advise clients in matters that involve the Oregon Uniform Trust Code, state estate tax, federal estate tax, gift tax, generation skipping tax, income tax, community property, probate, and other laws applicable to estate planning and administration.
- Established understanding of forms 706, 1041, 709, etc. and the ability to prepare or supervise the preparation of such forms or the ability to work within our team's experience to ensure the timely filings thereof.
- Communicate regularly with clients to ensure our firm's commitment to customer service.
- Work closely with other attorneys, paralegals, and support staff to ensure timely case management and document preparation.
- A client-focused approach with the ability to empathize with clients and ability to explain complex laws and strategies.
- Strong organizational skills and the ability to manage multiple cases simultaneously while meeting strict deadlines.
Qualifications:
- Juris Doctor (J.D.) degree from an ABA-accredited law school
- Admittance to Oregon State Bar (Washington State license a plus)
- LL.M. in Taxation, Estate Planning, or a related field is a plus but actual experience in such field is preferred.
- Experience with Clio a plus!
