Attorney (Estates & Trusts) jobs in United States
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Stein Sperling · 1 month ago

Attorney (Estates & Trusts)

Stein Sperling is a mid-sized law firm in Montgomery County, MD, with over 45 years of client-focused service. The firm is seeking an Estate Planning Attorney for their Estates & Trusts Practice Group to work closely with clients in developing individualized estate plans and guiding them through the probate and trust administration process.

Consulting
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H1B Sponsor Likelynote

Responsibilities

Prepare and review comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives
Advise clients on strategies to minimize estate and gift taxes, avoid probate, and establish and administer various types of trusts
Assist in the administration of estates and trusts, ensuring compliance with legal requirements and alignment with the decedent’s wishes
Represent clients in estate, trust, and fiduciary litigation, including will and trust contests, breaches of fiduciary duty, and contested probate matters
Partner with financial advisors, accountants, and insurance professionals to deliver integrated estate and tax planning solutions
Conduct meetings with clients to understand their goals, develop customized estate plans, and provide clear, practical legal guidance

Qualification

Estate PlanningProbate AdministrationTax PlanningLL.M. in TaxationMaryland Bar AdmissionClient CounselingCollaboration with ProfessionalsFiduciary Litigation

Required

Minimum of 5 years of experience handling complex estate planning and administration matters
Admission to the Maryland Bar (or eligibility to sit for the Maryland Bar)

Preferred

LL.M. in Taxation with an emphasis on Estates and Trusts
CPA designation with relevant experience
Admission to the District of Columbia, Virginia, or Florida Bars

Benefits

Health Insurance including Dental, Vision, Long-Term Disability, and Life Insurance.
Flexible Spending Accounts.
401(K) Profit Sharing Plan.
Holiday and Birthday Leave.
PTO Leave.
Parental Leave
Free Parking.
Wellness Initiatives.
Employee Assistance Program.
Paid CLE and Bar Dues.

Company

Stein Sperling

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Stein Sperling is a full-service law firm with operations across Maryland.

H1B Sponsorship

Stein Sperling has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Tara Mobley
Chief Executive Officer
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Donald Sperling
Owner
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Company data provided by crunchbase