Description:
Position Objective:We are seeking an attorney to join the Estates & Trusts practice group in our Pittsburgh office. The attorney will work closely with our practice group on all facets of estate planning, business succession planning, and the administration of estates and trusts. Some of the key responsibilities are listed below:
- Draft estate planning documents including wills, trusts, powers of attorney, and other estate and succession plan documents.
- Incorporate estate tax planning strategies including irrevocable and revocable trusts, wills, Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs).
- Provide analysis and counsel to clients on legal and tax issues relating to estate planning and administration.
- Perform thorough legal research, identifying necessary information to navigate and guard against legal risks facing the client.
- Provide support for disputes involving fiduciary responsibility, estates and trusts, and other family matters.
- Prepare inheritance tax returns as well as federal estate and gift tax returns.
Please note that we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities, as they may change to meet the ongoing needs of clients and the firm.
Required Qualifications:
- License to practice law in Pennsylvania
- 4+ years' experience in estates and trusts law
- Significant experience drafting estate planning documents
- Experience with direct client contact
- Excellent communication skills
- Solid writing and editing skills with a focus on developing thoughtful and persuasive messaging
- Ability to work in and adapt to a fast-paced work environment
- Strong organizational, time management, and project management mindset
- Commitment to professionalism, cooperation, and teamwork
- A strong drive to provide proactive, client-focused legal services
Beneficial Qualifications
- Experience in Business and Entity Formation and Governance
- Experience with Asset Transfers, Trust Funding, and Related Documentation as Part of Effectuating an Estate Plan
- Experience with I Manage Document Management System
- Experience Filing Court Documents, Electronically Preferred
- Active Notary License
Attributes of Success
- Analytical Detail Oriented Social Perceptiveness Adaptability Resourceful
- Independently Motivated Communication Skills Critical Thinking Interpersonal Skills Organization
