Rising Trusts & Estates Counsel

Buchalter

Portland (OR)

On-site

USD 150,000 - 230,000

Full time

14 days+
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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

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

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