Estate Planning and Wealth Strategist

Required

• Demonstrated advanced expertise in estate planning and tax law, including design, application, and implementation, with a focus on:
• Trust and estate tax law and regulations, specifically in Washington, Oregon, California, and at the federal level.
• Various trust structures and recommendations for generational planning.
• Trust and estate administration.
• Charitable trusts and solutions.
• Utilization of life insurance policies and trusts.
• Juris Doctorate degree required.
• 6+ years of experience in Estate Law or Estate Advisory Practice, ideally having reached Senior Associate level or greater.
• Excel at working independently with little execution oversight.
• Comfortable tackling questions from the executive team to the most junior teammates.
• High capacity for strategic thought and the ability to solve complex problems.
• Strong interpersonal skills and the gravitas to serve as a trusted resource throughout the firm and with our clients.