Job Description

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good planning and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. You will have the opportunity to work directly with our valued farm and business clients. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have working knowledge of estate planning and estate administration. If this sounds like you, please apply! Responsibilities:

• Attend court proceedings as needed to represent clients
• Provide clients with information about retirement plans, charitable contributions, and insurance choices
• Organize and maintain client files to ensure they are kept current
• Discuss plans with clients for distributing clients’ assets
• Prepare wills, trusts, and power of attorney documents
• Supervise administrative staff, paralegals, and law clerks.
• Complete estate tax analysis, credit shelter trust funding, and disclaimer options.
• Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q.
• Guide and advise clients through all aspects of trust and estate administration.
• Work with farmers and business owners to establish sound estate plans and succession plans.

Qualifications:

• Bachelor’s degree with a legal background and J.D. degree are required
• Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
• Candidates should be great communicators, specifically in situations when emotions and stress are high
• Member in good standing and actively involved with the ABA (American Bar Association)
• Must have extensive estate planning and estate administration experience.
• Must have worked in a similar position for 5 years minimum.
• Must be licensed in the State of Minnesota.

About Company: Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota, concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities. We are limited to the following practice areas: Real estate and title examinationEstate planningEstate AdministrationFarm succession planningBusiness lawOur mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.

Job Tags

Full time,

Similar Jobs