Marshall Graham
Estate Planning Attorney
Marshall Graham, Riverside, CA
About the job Estate Planning Attorney
An excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team.
This Attorney will assist business owners, both middle-class and wealthy families and individuals, with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Will be working on complex estate plans, trust and estate administrations, and business succession plans customized to meet the needs of clients.
Responsibilities will include preparing estate planning documents, including wills, revocable trusts, irrevocable trusts, and Special Needs Trusts.
Other duties will include:
The firm is also interested in speaking with those who may have a portable book/ clients or the potential and DESIRE to build a book.
An excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team.
This Attorney will assist business owners, both middle-class and wealthy families and individuals, with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Will be working on complex estate plans, trust and estate administrations, and business succession plans customized to meet the needs of clients.
Responsibilities will include preparing estate planning documents, including wills, revocable trusts, irrevocable trusts, and Special Needs Trusts.
Other duties will include:
- Creating customized documents beyond the boilerplate basics
- Preparing complex federal gift tax and estate tax returns (federal and state)
- Preparing judicial and informal and estate and trust accountings, receipts/releases/refunding agreements
- Preparing real estate documents, including review of deeds and transfers of cooperative shares related to the funding of trusts.
- Advising clients on elder law matters, including Medicaid and asset protection planning related to all public benefits
- Drafting and funding of asset protection trusts including Medicaid trusts, Special Needs Trusts and Pooled-Income Special Needs Trusts..
- High net worth gift and tax planning, including drafting spousal trusts (SLATs), GRATs, and generation-skipping trusts for the benefit of clients' descendants and other types of trusts commonly used in estate planning, promissory notes, LLC operating agreements, etc.
- LLM in Tax or CPA is a PLUS
The firm is also interested in speaking with those who may have a portable book/ clients or the potential and DESIRE to build a book.