Hybrid Estate Planning Attorney for High-Impact Clients
MESSERLI KRAMER P.A.
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Job summary
Messerli Kramer P.A. in St. Michael, MN is seeking an experienced Estate Planning Associate Attorney to support our seasoned estate planning attorneys.
The ideal candidate will advise individuals, families, and business owners on wills, trusts, probate avoidance, asset protection, and tax-efficient wealth transfer strategies, with strong drafting and client-relations skills. The role includes meeting clients, drafting documents (wills, revocable/irrevocable trusts, powers of attorney, health
Qualifications
- Juris Doctor (J.D.) from an accredited law school.
- Licensed and in good standing to practice law in the applicable jurisdiction.
Responsibilities
- Meet with clients to assess estate planning needs and develop customized estate plans.
- Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents.
- Advise clients on estate, gift, and generation-skipping transfer tax considerations.
- Develop asset protection and wealth preservation strategies.
- Assist business owners with succession planning and ownership transition matters.
- Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration.
- Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives.
- Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws.
Skills
Education
Tools
Job description
Messerli Kramer P.A. in St. Michael, MN is seeking an experienced Estate Planning Associate Attorney to support our seasoned estate planning attorneys.
The ideal candidate will advise individuals, families, and business owners on wills, trusts, probate avoidance, asset protection, and tax-efficient wealth transfer strategies, with strong drafting and client-relations skills. The role includes meeting clients, drafting documents (wills, revocable/irrevocable trusts, powers of attorney, health
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