Tax and Estate Planning Attorney - Los Angeles, United States - Reuben Alan LLC

Reuben Alan LLC

Verified Company

Los Angeles, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Excellent regional law firm is seeking an Estate and Tax Planning to join its team.

This Attorney will assist business owners, both middle-class and wealthy families and individuals, with estate planning and elder law planning needs, as well as handle trust and estate administration matters.

Responsibilities will include preparing estate planning documents, including wills, revocable trusts, and irrevocable trusts, Special Needs Trusts, and Medicaid trusts.

Other duties will include:

Creating customized documents beyond the boilerplate basics
Preparing complex federal gift tax and estate tax returns (federal and state)
Preparing judicial and informal and estate and trust accountings, receipts/releases/refunding agreements
Preparing real estate documents including review of deeds, and transfers of cooperative shares related to the funding of trusts.
Advising clients on elder law matters including Medicaid and asset protection planning related to all public benefits
Drafting and funding of asset protection trusts including Medicaid trusts, Special Needs Trusts and Pooled-Income Special Needs Trusts.
High net worth gift and tax planning, including drafting spousal trusts (SLATs), GRATs and generationskipping trusts for the benefit of clients' descendants and other types of trusts commonly used in estate planning, promissory notes, LLC operating agreements, etc.

Pay:
$145, $270,000.00 per year

Benefits: