In-house Estate Planning Attorney-LSA1044

Legal Search Associates, Inc. Published: August 16, 2017
Job Type
Category

Description

JOB SUMMARY

The Estate Planning Attorney conducts reviews of current and prospective client estate plans and consults directly with wealth managers. This position requires knowledge of estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues.

JOB DUTIES

 Reviews and summarizes current and prospective client estate plans for wealth managers to communicate with clients and to identify problems/inefficiencies and opportunities in estate planning

 Directly consults with wealth managers regarding estate planning issues for individual clients

 

REQUIRED EXPERIENCE / QUALIFICATIONS

 Juris Doctorate

 Excellent academic credentials

 High-level multi-tasker

 Excellent written and verbal communication skills

 Efficient, extremely detail-oriented and accurate

 All other duties as assigned

 

PREFERRED EXPERIENCE / QUALIFICATIONS

 Admission to the Missouri & Kansas Bar

 

TECHNICAL SKILLS

 MS Office 2013/Windows 8, specifically Word, PowerPoint and Excel

 

If you are an attorney and interested in finding out more about this outstanding opportunity, please e-mail a confidential copy of your resume to Terry Bashor (tbashor@jdhunter.com) or Chuck Loose (cloose@jdhunter.com) at Legal Search Associates, Inc. Please reference LSA1044 when responding.

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