Estate Planning Attorney: Trusts, Tax & Wealth Strategy

Messerli Kramer, P.A.; Minneapolis (MN); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Insurance

HSA & FSA Accounts

401(k) with company contribution

Paid time off

Paid holidays

Hybrid Remote Schedule

Job summary

Messerli Kramer, P.A. is seeking an Estate Planning Associate Attorney to support our seasoned estate planning team. The role is a hybrid position with work between our Minneapolis and St.

Michael, MN offices. You will advise individuals, families, and business owners on wills, trusts, and tax-efficient wealth transfer strategies, while drafting documents and building client relationships. The ideal candidate has a JD, an active license, 3+ years of estate planning experience, and strong

Qualifications

• J.D. from an accredited law school and active bar status.
• 3+ years in estate planning, trust, or related areas preferred.
• Demonstrated ability to draft sophisticated estate planning documents and advise clients.

Responsibilities

• Meet with clients to assess estate planning needs and develop customized plans.
• Draft and review wills, trusts, powers of attorney, and health care directives.
• Advise on estate, gift, and generation-skipping transfer tax considerations.
• Develop asset protection and wealth preservation strategies.
• Assist business owners with succession planning and ownership transitions.
• Counsel fiduciaries and beneficiaries on estate and trust administration.
• Collaborate with financial professionals to implement client objectives.
• Conduct legal research and stay current on tax, trust, and probate laws.
• Maintain accurate case files and participate in business development.

Skills

Legal drafting

Client counseling

Interpersonal skills

Time management

Independent work

Team collaboration

Legal research

Education

Juris Doctor (J.D.)

Active law license

LL.M. in Taxation or Estate Planning (preferred)

Tools

Legal research tools

Document management systems

Job description

Messerli Kramer, P.A. is seeking an Estate Planning Associate Attorney to support our seasoned estate planning team. The role is a hybrid position with work between our Minneapolis and St.

Michael, MN offices. You will advise individuals, families, and business owners on wills, trusts, and tax-efficient wealth transfer strategies, while drafting documents and building client relationships. The ideal candidate has a JD, an active license, 3+ years of estate planning experience, and strong