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Senior Trusts & Estates Attorney

Functions & Responsibilities

  • Advise clients regarding one or more of these matters: asset protection, charitable giving, compensation and retirement planning, estate litigation, estates, estate tax planning, estate & trust administration, fiduciary representation, gift tax avoidance, life insurance planning, living wills, power of attorney, probate, revocable living trusts, trusts, wealth planning, etc.
  • Prepare all documents necessary for the various types of trusts, tax documents, investment platforms, and investment vehicles, etc.
  • Advise estate beneficiaries, fiduciaries, executors and other relevant individuals regarding estate management, probate processes, asset management and asset distribution.
  • Establish estate planning strategies and provide advice and counsel regarding trust and estate administration, asset protection planning, trust and estate settlements, wealth management plans, and gift tax matters.


  • Expert-level understanding of trust and estate administration, asset protection, settlements, wealth management, gift tax, probate, inheritance tax, and all relevant estate tax matters.
  • Experience handling both contested and uncontested wills, trusts, estate and tax matters.
  • Expert-level knowledge of rules, regulations, and procedures regarding the disposition of an estate and matters in probate court.
  • Familiarity with research software such as Westlaw or LexisNexis.

Required Job Skills

  • Ability to establish a relationship and rapport with a client, and maintain that relationship and rapport throughout the case.
  • Excellent writing skills with the ability to translate complex business and legal concepts into clear and compelling text.
  • Excellent attention to detail and are persistent and thorough in completing work tasks.
  • Superb interpersonal abilities and social perceptiveness; being aware of others' reactions and understanding why they react as they do.
  • Consistent dependability; must be reliable and responsible at fulfilling obligations.
  • Exceptional oral comprehension and the ability to actively listen.
  • Strong negotiation skills, working to reconcile differences and find mutual wins while demonstrating an ability to close deals.
  • Excellent judgment and decision making ability, considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Ability to quickly and accurately compare similarities and differences among legal documents.
  • A strong sense of integrity, being honest and ethical.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Analyzing information and using logic to address work-related issues and problems.
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