Estates and Succession Lawyer

TAG HR; Eastern Ontario; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Estates and Succession Lawyer to join their Ottawa team. This role involves managing personal and estate tax matters, drafting essential legal documents such as Wills and Powers of Attorney, and providing comprehensive estate administration services. You will engage in complex planning activities, including charitable donations and business succession planning, ensuring clients' needs are met with precision and care. This opportunity offers a supportive environment with generous perks, making it an exciting prospect for dedicated legal professionals looking to advance their careers.

Benefits

Health Insurance

Dental Insurance

Life Insurance

Long-Term Disability Insurance

Employee Assistance Program

Generous PTO

Qualifications

• Must be a licensed lawyer with expertise in estates and succession law.
• Experience in drafting wills, trusts, and handling estate disputes is essential.

Responsibilities

• Handle personal tax and estate tax matters, including guardianship issues.
• Draft Wills and Powers of Attorney for Personal Care and Property.
• Administer estates and powers of attorney, ensuring compliance with legal requirements.

Skills

Estate Planning

Tax Law

Wills and Trusts

Guardianship Issues

Succession Planning

Education

Juris Doctor (JD)

Bar Admission

Job description

Estates and Succession Lawyer

Salary is based on experience

Our Ottawa client is seeking an Estates and Succession Lawyer to join their team.

Duties:

• Handle personal tax and estate tax matters, including mental incapacity issues such as guardianship and capacity.
• Draft Wills and Powers of Attorney for Personal Care and Property.
• Plan charitable donations, including work with public and private foundations.
• Administer estates and powers of attorney, including passing of accounts, asset inventory, estate asset distribution, filing documents, interpreting wills and trusts, and executorship duties.
• Protect minors by appointing guardians and establishing trusts for minor children.
• Address property issues, including ownership options to meet estate planning goals, and handle litigation or alternative dispute mechanisms related to capacity, estate disputes, and will interpretation.
• Engage in planning activities such as drafting family trusts, adult trusts, estate freezes, life insurance trusts, spousal trusts, inter vivos trusts, Henson trusts for beneficiaries with special needs, trust variations, multiple Wills, post-mortem tax planning, and trust administration.
• Assist with succession planning for businesses, including corporate reorganizations, shareholder agreements, use of life insurance, variable share structures, and tax-efficient dispositions.

Key Perks:

• Health, dental, life insurance, LTD
• Employee Assistance Program
• Generous PTO (paid time off)
• And more!

Please note that only candidates who meet the requirements will be contacted. We are continually reviewing applications for this and other opportunities.