Insurance Attorney - Remote
Waycrosse
Waycrosse Attorney Position
Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. The Attorney will provide services related to a variety of high-net-worth client needs, including but not limited to:
Sophisticated vehicles such as GRATs, CLATs, Preferred Return Partnerships, Family Limited Liability Partnerships, GST Trusts, ILITs, SLATs, IDGTs and Private Foundations;
Implementing lifetime gifting plans as part of a comprehensive estate tax mitigation strategy including an understanding of Generation Skipping Transfer Tax planning and its implications on proposed transactions;
Reviewing gift and estate tax returns.
Entity and Foundation management and compliance.
Miscellaneous business and contract work, including the creation of LLCs and related funding.
Changes in the tax environment, as relevant.
Supporting the Company as needed in the areas of Insurance, Investments, Accounting, Human Resources, Corporate Compliance, and Tax.
Four-year undergraduate degree and JD required.
Minimum 10 years of legal experience in trust administration and estate planning.
Ability to leverage technology and data platforms to accomplish tasks in an efficient and useful manner.
The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common. This position will be expected to travel for client meetings regularly.
Hybrid Work Environment
We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. However, during the initial training period new employees are expected to be in the office 5 days per week. Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.
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