Attorney

The Role 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. What You’ll Do 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 does 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 the job change. Estate Planning 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.). Business Planning 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. Tax Planning 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. Other Research and resolution of legal disputes through the analysis of relevant laws, argument development, evidence collection, and legal representation. Gather, review and organize client data regarding assets, beneficiaries, trustees, agents, other representatives, and disposition provisions. Analyze client and business information as needed to generate flow charts, reports, and recommendations on case design. Manage multiple clients, cases, and legal activities that carry varying deadlines. Assess any opportunities to refer client to affiliated advisors and, if client is agreeable, facilitate introductions between client and advisors. Keep detailed notes of all meetings and phone calls (either electronically or handwritten) and make sure that notes are maintained inside the client file. Meet periodically with the Partners to discuss case status reports, specific client matters, technical questions, and skills development. Supervise support staff, including paralegals, in related practice areas. Serve as Notary Public as required. Performing administrative duties relating to the operational affairs of the firm at the direction of the management team. What We’re Looking For Licensed attorney in Nevada and in good standing 4+ years of experience in advance estate planning, LLM, CPA, Asset Protection and Tax experience Strong drafting, analytical, and communication skills Experience handling client meetings and managing matters independently Ability to explain complex legal concepts in a clear and compassionate manner Highly organized with strong time management skills Professional, team-oriented, and growth-minded Commitment to providing exceptional client service Preferred Qualifications Experience with advanced estate planning, contracts, tax techniques Knowledge of business succession planning strategies Familiarity with estate planning and case management software Experience working with high-net-worth individuals and families LL.M. in Taxation or related tax planning experience is a plus Attitude / Interpersonal Skills Demonstrates exceptional business courtesy Friendly, professional, and client-focused Experienced in required skill set or trainable Loyal to the firm Strong work ethic, punctual, and detail-oriented Confident with numbers and spreadsheets Team player, dependable, and reliable Self-motivated, goal-oriented, and enthusiastic Open-minded to new systems and processes Contributing to firm improvement Maintains a professional image and office environment Flexible, helpful, and accountable for job performance Benefits 401K retirement plan Vacation time Health benefits paid by the firm (excluding vision) Annual bonus opportunities Equal Opportunity Employer Stone Bybee & Associates PLLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #J-18808-Ljbffr