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McKean Smith LLC

Estate Planning Attorney

McKean Smith LLC, Portland, Oregon, United States, 97204

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Overview McKean Smith is seeking a skilled and client-focused Estate Planning Attorney to join our team. The ideal candidate will have 3–5 years of experience handling a broad range of estate planning matters, including drafting wills and trusts, administering estates, and advising clients on tax-efficient strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, as well as exceptional interpersonal skills to build lasting client relationships.

Responsibilities

Advise clients on all aspects of estate planning, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives

Draft comprehensive estate planning documents tailored to client needs and objectives

Conduct client consultations and collaborate on strategy for tax minimization, asset protection, and business succession

Handle trust and estate administration, including probate proceedings, trust funding, and related filings

Stay current on changes to federal and state estate, gift, and inheritance tax laws

Coordinate with financial advisors, accountants, and other professionals to implement planning strategies

Support clients with lifetime gifting strategies and charitable planning

Handle guardianship and conservatorship matters as needed

Qualifications

Juris Doctor (JD) from an accredited law school

Active bar membership in Oregon and / or Washington

Minimum of 3–5 years of relevant experience in estate planning and estate administration

Strong drafting and analytical skills with attention to detail

Knowledge of federal and state tax laws related to estates and trusts

Excellent client communication and relationship-building abilities

Ability to manage multiple client matters independently and efficiently

LL.M. in Taxation or CFP designation is a plus, but not required

Compensation & Benefits

Competitive salary based on experience

Health, dental, and vision insurance

Retirement plan with employer contribution

Paid time off and flexible scheduling

Continuing legal education (CLE) support

Collaborative and supportive work environment

Physical Demands and Work Environment

Frequently required to stand

Frequently required to walk

Frequently required to sit

Continually required to utilize hand and finger dexterity

Continually required to talk or hear

Continually utilize visual acuity to operate equipment, read technical information, and / or use a keyboard

Occasionally required to lift / push / carry items up to 50 pounds

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