Estate Planning Attorney

Join Stone Bybee & Associates, PLLC

At Stone Bybee & Associates, our mission is to provide clients with more than just legal services we build lifelong relationships rooted in trust, care, and guidance. We’re passionate about building lifelong relationships, not treating anyone like a number. Every client who walks through our doors is our #1 priority, and we take pride in making them feel seen, heard, and cared for.

If you’re an attorney who values connection as much as competence, this is the place for you.

The Lateral Associate Attorney will work closely with partners and senior attorneys to provide sophisticated estate planning strategies for individuals, families, and business owners. The ideal candidate will have experience handling client consultations, drafting estate planning documents, managing matters independently, and maintaining strong client relationships.

This role offers the opportunity to expand expertise in advanced estate planning, business succession planning, and tax planning while contributing to the continued growth of the firm.

The essential functions/major responsibilities listed are intended only as illustrations of the various work that may be performed.

The omission of specific statements of duties do not exclude them from the position.

Duties and responsibilities are also subject to change by the employer as the needs of the firm and requirements of job change.)

Participating in prospective and existing client appointments, including, without limitation, initial consultations, review & update consultations, design meetings, and executions of documents.

Preparing, or learning to prepare, all basic estate planning documents, including, without limitation, revocable living trusts, pour-over wills, advance directives (aka living wills), financial and health care powers of attorney, marital property agreements, real property transfer deeds, design flowcharts, affidavits / certificates of trust, organ donor forms, and other related documents and forms.

Preparing, or learning to prepare, advanced estate planning documents, including, without limitation, business entities (corporations, limited partnerships, LLCs, etc.), irrevocable trusts (ILITs, Gifting Trusts, Dynasty Trusts), and charitable planning vehicles (CRTs, CLTs, etc.).

Reviewing, preparing and coordinating all business formation and governance documents, including, without limitation, articles of incorporation / organization, bylaws / operating agreements, partnership agreements, various corporate contracts, buy-sell agreements, business sales and closing, and other related documents and forms.

Providing legal advice to business owners on both general and complex issues that affect businesses, such as income and estate taxation, business transactions, intellectual property rights, corporate governance, mergers and acquisitions, business succession, and related issues.

Assisting and advising business owners on the design and implementation of corporate structures, policies, objectives and procedures for business operations.

Drafting, reviewing, completing, and filing legal documents related to general business operations.

Negotiating contract terms, transactions, and settlements on behalf of businesses and their owners.

Research and counseling of business regarding compliance with local, state, federal, and international laws.

Review of documents, including tax returns, to gather information needed for analysis and research on various income and estate tax issues.

Preparing, or learning to prepare, critical analysis of transactions or estates to identify opportunities to defer, mitigate, or eliminate taxes (income and estate).

Participating in comprehensive case design to identify potential tax solutions and preparation of comparative models to determine final recommendations.

Preparing, or learning to prepare, documents related to the implementation of selected tax solutions.

Monitoring and maintaining progress of the implementation of various tax solutions.

Research and resolution of legal disputes through the analysis of relevant laws, argument…