Junior Trusts & Estates Associate

Buchalter; Portland (OR); On-site; USD 150,000 - 230,000; Full time

Job summary

Buchalter is seeking an experienced estate planning attorney to advise high-net-worth individuals, private foundations and family offices on multi-generational wealth planning and tax optimization. You will draft complex estate plans, trusts, and charitable gift agreements, and manage client relationships with senior supervision.

Role requires independent drafting across a wide range of estate planning documents and collaboration with outside advisors to implement strategic wealth transfer

Qualifications

• Draft complex estate plans and trust documents.
• Advise high-net-worth individuals, private foundations and family offices.
• Manage client relationships and projects.
• Coordinate with outside advisors and the senior supervising partner.
• Structure wealth transfer strategies including dynasty trusts and grantor retained annuity trusts.
• Advising on community vs separate property and related agreements is a plus.

Responsibilities

• Draft complex estate plans, charitable gift agreements and trust structures tailored to clients.
• Counsel fiduciaries on post-death and ongoing trust administration.
• Advise on tax optimization strategies and multi-generational wealth planning.
• Serve as liaison with advisors and senior supervising partner.
• Lead large-scale planning projects with clients and external advisors.

Job description

Overview

• The practice advises high-net-worth individuals, private foundations, and family offices.
• Advise clients on multi-generational wealth planning and tax optimization strategies, involving direct client contact and serving as a key liaison with advisors and the senior supervising partner.
• Draft complex estate plans, charitable gift agreements, and trust structures tailored to sophisticated client needs.
• Structure and implement strategic wealth transfer techniques, including dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts, and charitable remainder trusts.
• Counsel fiduciaries on post-death and ongoing trust administration, requiring familiarity with trust accounting rules, modifications, and decanting.
• Advise clients on the characterization of community and separate property, including transmutation agreements; experience with prenuptial, postnuptial, and cohabitation agreements is a plus.
• Manage large-scale planning projects in collaboration with clients and their outside advisors.
• Requires demonstrated independent drafting experience across a wide range of estate planning and trust documents.
• Requires demonstrated management of client relationships and projects.
• Additional state bar admission in Washington is a plus.