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Mount Laurel, NJ, United States

Trust & Estate Attorney for Mount Laurel Office

Attorney

2-8 yrs required

Full-time

No

Job Overview: A law firm seeks a dedicated and detail-oriented Trust and Estate Attorney to join their team in Mount Laurel, NJ. This position offers a unique opportunity for an attorney with 3+ years of experience in estate planning and trust administration to work in a hybrid setting, balancing a dynamic legal career with personal life. The ideal candidate will have a strong understanding of estate law, taxation, and a passion for building strong client relationships.

Duties:

• Manage both simple and complex estate planning and trust administration matters.
• Draft estate planning documents, including wills, trusts, operating agreements, and shareholder agreements.
• Quantify tax implications related to estate and business succession plans, and oversee estate and trust administration processes.
• Collaborate with clients, accountants, financial advisors, and other professionals to move cases forward efficiently.
• Guide federal and state tax laws, estate tax principles, and trust administration procedures.
• Address disputed matters and assist with procedural challenges as needed.
• Cultivate long-term client relationships by offering empathetic, professional advice during emotionally challenging times.
• Report regularly on case progress and develop strategies to grow the firm's client base.

Requirements:

• Minimum of 3 years of experience in estate planning and trust administration, with the ability to manage cases from start to finish.
• Strong understanding of federal and state tax laws, and experience quantifying tax impacts in estate planning.
• Experience drafting wills, trusts, and related estate planning documents.
• Ability to work independently, meet deadlines, and manage multiple projects in a fast-paced environment.
• Strong interpersonal skills to build client relationships and work collaboratively with other professionals.
• Excellent written and verbal communication skills, with the ability to convey complex legal concepts to clients.

Education:

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

Certifications:

• Licensed to practice law in New Jersey and Pennsylvania (required).
• LLM in taxation or currently in the process of obtaining (preferred).

Skills:

• Proficiency in estate planning, tax law, and business succession planning.
• Strong attention to detail with the ability to handle confidential client information.
• Working knowledge of finance, investments, and tax principles.
• Skilled in using MS Office Suite, timekeeping, and case management software.
• Business acumen with the ability to grow and maintain a client base.

Benefits:

• Flexible hybrid work arrangement, with remote work options for part of the week.
• Collaborative and supportive work environment.
• Opportunities for professional growth and development.

Location:

• Mount Laurel, NJ

This role is ideal for an experienced Trust and Estate Attorney seeking a flexible work-life balance while growing professionally within a dynamic legal environment. Join a firm that values client relationships and offers the opportunity to make a meaningful impact in the field of estate planning.

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