Estate Planning​/Probate Attorney

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SC boutique real estate and estate planning firm

This Jobot Job is hosted by:
Mallory Schreiner

Salary: $95,000 - $150,000 per year

SC boutique real estate and estate planning firm

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• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments
• Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies
• Design and implement wealth transfer plans for high-net-worth individuals and families
• Handle estate and trust administration matters, including probate proceedings and fiduciary guidance
• Collaborate with attorneys in corporate, real estate, and tax practices on integrated planning matters
• Communicate directly with clients, financial advisors, accountants, and other professionals
• Stay current on changes in estate planning, tax laws, and regulatory developments
• Contribute to business development, client retention, and firm marketing efforts as appropriate

• Juris Doctor (J.D.) from an accredited law school
• Active license and good standing with the [State] Bar
• 4+ years of experience in estate planning and trust administration
• Strong knowledge of federal and state estate, gift, and income tax laws
• Experience working with high-net-worth clients preferred
• Excellent drafting, analytical, and communication skills
• Ability to manage multiple matters independently while working collaboratively in a team environment

• LL.M. in Taxation
• Experience with advanced planning techniques (e.g., GRATs, SLATs, ILITs, charitable planning)
• Exposure to business succession planning
• Prior experience in a multi-practice or full-service law firm

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