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Estate Planning Attorney

Levine Haddad & Gregory, LLC

Job Description Job Description Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background. Qualifications Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships Demonstrate expertise in drafting and implementing estate planning documents Understanding of estate, gift and generation-skipping transfer tax laws Excellent communication, negotiation and problem-solving skills Benefits Medical, Dental and Vision Insurance Summer Fridays 401(k) 8 holidays and discretionary time off structure 17 personal days per year (vacation, sick or otherwise) Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships. Responsibilities Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies Draft, review and revise estate planning documents tailored to individual client needs Manage complex estates, including those involving business interests, charitable giving and multi-generational planning Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans Stay current with federal and state laws impacting estate planning, probate and tax matters Foster trust and rapport with clients through clear communication, confidentiality and responsive service Job Type: Full-time Work Location: In person Compensation: $80,000.00 - $150,000.00 per yearaa415a4b-8b21-40fc-a65c-70d2b25ca29a

Vacancy posted 4 days ago
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