Taxation & Wealth Planning Attorney

Fox Rothschild; Washington (District of Columbia); On-site; USD 120,000 - 180,000; Full time

Job summary

Fox Rothschild seeks an experienced attorney specializing in estate planning and tax planning to join our DC office. You will draft wills, trusts, GRATs, and charitable trusts while counseling clients through complex estate and wealth planning.

The role involves handling probate petitions and inheritance tax matters, with additional exposure to international planning and potential disputes. Candidates with experience in M&A or real estate related to estate planning are a plus.

Qualifications

• Experience in taxation and wealth planning including domestic and international estate planning.
• Drafting estate planning documents such as wills, trusts, GRATs, charitable trusts, settlement agreements, SPAs, special needs trusts, and powers of attorney.
• Counsel clients through the estate planning process and handle tax and estate administration matters, including inheritance tax and probate petitions.

Responsibilities

• Counsel clients through the estate planning process and coordinate tax and estate administration matters.
• Draft wills, trusts, GRATs, charitable trusts, and powers of attorney.
• Assist with estate and trust administration, including probate and inheritance tax petitions; support dispute resolution if needed.

Skills

Estate planning

Tax planning

Wills & trusts drafting

Probate & estate administration

Charitable giving & exemptions

Client counseling

Gifting trusts

International estate planning

Job description

Overview

• Required experience spans taxation and wealth planning matters, including domestic and international estate planning, business succession planning, estate and trust administration, and charitable giving.
• Must have experience drafting various estate planning documents, such as wills, trusts, GRATs, charitable trusts, settlement agreements, special needs trusts, and powers of attorney.
• Required experience also includes counseling clients through the estate planning process and handling tax and estate administration matters, including inheritance tax and probate petitions.
• Preferred experience includes trust and estate dispute resolution proceedings, and leveraging tax exemptions and exclusions, charitable giving, and irrevocable gifting trusts.
• Corporate, M&A, or real estate experience is considered a plus.