Trusts & Estates Associate Portland

Job Description

Job Description

Direct Counsel is partnering with a growing, full-service law firm to add a highly skilled and experienced attorney to join our growing Trusts & Estates practice , with the position based in Portland . This is an exceptional opportunity for a junior level (3-5) associate with a strong background in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices.

• Advise clients on multi-generational wealth planning and tax optimization strategies.  Expectation is that candidate will have direct client contact and will be a key liason between the clients and their advisors and the senior supervising partner.

• Draft complex estate plans, charitable gift agreements and trust structures tailored to sophisticated client needs.

• Structure and implement strategic wealth transfer techniques (e.g., dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts and charitable remainder trusts).

• Counsel fiduciaries on post-death trust administration and on-going trust administration (including familiarity with trust accounting rules, trust modifications, and decanting).

• Advise clients on the characterization of community and separate property, including transmutation agreements.  Experience with prenuptial, postnuptial and cohabitation agreements a plus.

• Collaborate with clients and their outside advisors to manage large-scale planning projects.

• Juris Doctorate from an accredited law school

• Admission to and good standing with the Oregon State Bar. Additional state bar admission in Washington a plus.

• 3-5 years of relevant experience in private client services in a law firm setting.

• Demonstrated independent drafting experience with a wide range of estate planning and trust documents.

• Superior oral and written communication skills and demonstrated management of client relationships and projects.

• Competitive Salary Range

• Competitive bonus structure

• 401(k)

• Full benefits package