Trusts & Estates Associate | Washington, D.C.

Oculus Group; Washington (District of Columbia); On-site; USD 180,000 - 240,000; Full time

Job summary

Oculus Group in Washington, D.C. seeks a Trusts & Estates Associate with 2–4 years of relevant experience to handle sophisticated private client matters, including estate planning and wealth preservation.

Responsibilities include drafting documents, researching tax and fiduciary issues, and collaborating with senior attorneys on wealth transfer and succession planning for high-net-worth individuals and families.

Qualifications

• 2–4 years of relevant experience in trusts and estates, estate planning, or private client matters.
• Experience with estate planning, trust administration, and federal transfer tax considerations.
• Familiarity with income tax issues affecting trusts, estates, and individuals.
• Strong legal research, drafting, analytical, and communication skills.
• Excellent academic credentials and attention to detail.
• Ability to work collaboratively with attorneys and clients on sophisticated planning matters.
• An LL.M. in Taxation or Estate Planning, completed or in progress, is preferred.
• Admission or eligibility for admission to the Washington, D.C. Bar.

Responsibilities

• Draft estate planning documents and review complex tax and fiduciary issues.
• Research complex tax and fiduciary questions for private clients.
• Collaborate with attorneys on wealth transfer strategies, business succession planning, and related matters.

Skills

Legal research

Drafting

Analytical

Communication

Attention to detail

Collaboration

Education

LL.M. in Taxation or Estate Planning

DC Bar admission eligibility

Job description

Am Law 100 Firm | 2-4 Years of Experience

An Am Law 100 firm is seeking a Trusts & Estates Associate to join its Washington, D.C. practice. This opportunity is well suited for an attorney interested in sophisticated estate planning, wealth preservation, and tax-related matters involving high-net-worth individuals and families.

The successful candidate will work on a variety of private client matters, including estate and gift tax planning, trust administration, wealth transfer strategies, and business succession planning. Responsibilities will include drafting estate planning documents, researching complex tax and fiduciary issues, and working with experienced attorneys on matters involving personal and family wealth.

Qualifications

• 2 to 4 years of relevant experience in trusts and estates, estate planning, or private client matters.
• Experience with estate planning, trust administration, and federal transfer tax considerations.
• Familiarity with income tax issues affecting trusts, estates, and individuals.
• Strong legal research, drafting, analytical, and communication skills.
• Excellent academic credentials and attention to detail.
• Ability to work collaboratively with attorneys and clients on sophisticated planning matters.
• An LL.M. in Taxation or Estate Planning, completed or in progress, is preferred.
• Admission or eligibility for admission to the Washington, D.C. Bar.