Estate Planning Associate: Lead High-Net-Worth Trusts

Targeted Legal Staffing Solutions; Denver (CO); Hybrid; USD 140,000 - 220,000; Full time

Job summary

Targeted Legal Staffing Solutions is partnering with a high-end boutique estate planning firm to hire an Estate Planning Associate who can take ownership of complex client work and help manage a growing referral base.

The ideal candidate will have 5+ years of substantive estate planning experience, with a focus on high-net-worth planning, gifting, and trust structures, and will handle gift tax returns and estate planning returns while coordinating with senior partners.

Qualifications

• 5+ years of estate planning experience.
• Strong background in high-net-worth planning, gifting, and trust structures.
• Experience completing and reviewing gift tax returns and estate planning returns.
• Ability to work directly with clients and manage sophisticated planning matters independently.

Responsibilities

• Estate Planning Strategy — Lead high-end estate planning matters, including legacy planning, gifting strategies, and complex trust structures.
• Gift & Estate Tax Work — Prepare and review gift tax returns, estate planning returns, and oversee gifting matters.
• Trust Planning — Work with spousal lifetime trusts (SLATs), grantor trusts, and other advanced planning vehicles.
• Client Relationship Management — Serve as a primary point of contact for high-net-worth clients, including those referred through major financial institutions.
• Referral Partner Coordination — Collaborate with referral partners to provide timely, sophisticated planning guidance.
• Independent Case Ownership — Manage your own matters while partnering with senior attorneys on complex engagements.
• General Estate Work — Handle residual estate planning and probate matters that fall outside the high-net-worth category.

Skills

Estate planning

High-net-worth planning

Gift tax returns

Client relationship management

Job description

Targeted Legal Staffing Solutions is partnering with a high-end boutique estate planning firm to hire an Estate Planning Associate who can take ownership of complex client work and help manage a growing referral base.

The ideal candidate will have 5+ years of substantive estate planning experience, with a focus on high-net-worth planning, gifting, and trust structures, and will handle gift tax returns and estate planning returns while coordinating with senior partners.