BCG Attorney Search
A prominent law firm in Rochester, MN, seeks a detail-oriented and strategic legal professional to join its Trusts and Estates practice group. The role focuses on delivering comprehensive estate planning services, including will and trust drafting, estate administration, and succession planning. Ideal for an attorney with proven experience in estate law, this position offers a collaborative work environment and the opportunity to serve a diverse client base, including business owners and agricultural clients.
Duties:
Draft and finalize wills, trusts, healthcare directives, and power of attorney documents Conduct advanced estate tax planning, including credit shelter trusts and disclaimer strategies Prepare and submit federal and state estate and gift tax returns (Forms 706, 709, M706, M706Q) Represent clients in probate court proceedings when required Collaborate with partners and support teams to ensure seamless trust and estate administration Guide clients on wealth transfer strategies, charitable giving, and insurance structures Advise on family business and farm succession planning Manage, mentor, and coordinate tasks among paralegals, clerks, and administrative staff Maintain and organize case files and documentation Communicate with clients during emotionally sensitive estate planning discussions Requirements:
Minimum of 5 years of focused experience in estate planning and probate administration Licensed to practice law in the State of Minnesota Active member in good standing with the American Bar Association Familiarity with both federal and Minnesota estate and gift tax law Demonstrated ability to handle complex estate plans and multi-generational wealth structures Exceptional interpersonal skills for high-emotion client interactions Education:
Juris Doctor (J.D.) from an accredited law school Certifications:
Skills:
Strong legal drafting and analytical thinking Expertise in real estate and property law as it pertains to estate matters Proficient in legal research and document management systems Capable of managing multiple priorities and tight deadlines in a fast-paced legal environment Job Location:
Company info BCG Attorney Search 200 South Wacker Drive, 31st Floor Chicago Illinois United States 60606 Phone :
(312) 321-9411 Fax :
(213) 895-7306
#J-18808-Ljbffr
Draft and finalize wills, trusts, healthcare directives, and power of attorney documents Conduct advanced estate tax planning, including credit shelter trusts and disclaimer strategies Prepare and submit federal and state estate and gift tax returns (Forms 706, 709, M706, M706Q) Represent clients in probate court proceedings when required Collaborate with partners and support teams to ensure seamless trust and estate administration Guide clients on wealth transfer strategies, charitable giving, and insurance structures Advise on family business and farm succession planning Manage, mentor, and coordinate tasks among paralegals, clerks, and administrative staff Maintain and organize case files and documentation Communicate with clients during emotionally sensitive estate planning discussions Requirements:
Minimum of 5 years of focused experience in estate planning and probate administration Licensed to practice law in the State of Minnesota Active member in good standing with the American Bar Association Familiarity with both federal and Minnesota estate and gift tax law Demonstrated ability to handle complex estate plans and multi-generational wealth structures Exceptional interpersonal skills for high-emotion client interactions Education:
Juris Doctor (J.D.) from an accredited law school Certifications:
Skills:
Strong legal drafting and analytical thinking Expertise in real estate and property law as it pertains to estate matters Proficient in legal research and document management systems Capable of managing multiple priorities and tight deadlines in a fast-paced legal environment Job Location:
Company info BCG Attorney Search 200 South Wacker Drive, 31st Floor Chicago Illinois United States 60606 Phone :
(312) 321-9411 Fax :
(213) 895-7306
#J-18808-Ljbffr