Estate Planning & Trust Attorney Job at Robert Half (Greensboro)

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estate Planning Attorney

A well-established Ohio firm is seeking an experienced associate (5+ years) to j...

Location

United States , Columbus

Salary:

130000.00 - 150000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as an attorney
experience in estate planning, probate, trust administration
ability to draft and review estate planning documents
knowledge of wealth transfer strategies, fiduciary considerations, and tax-efficient planning
strong client service skills

Job Responsibility

Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
advise clients on wealth transfer strategies, fiduciary considerations, and tax-efficient planning approaches
support and lead probate and trust administration matters, including court filings, inventories/accountings, and beneficiary communications

What we offer

Bonus structure
clear and realistic path to partnership

Fulltime

Estate Planning Attorney

The Estate Planning Attorney will work directly with clients on complex wealth t...

Location

United States , Newport Beach

Salary:

150000.00 - 225000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of Estate Planning experience
Licensed and in good standing with the California State Bar

Job Responsibility

Meet directly with clients to develop and implement estate planning strategies
Draft revocable and irrevocable trusts, wills, powers of attorney, and related estate planning documents
Advise clients regarding wealth preservation, asset protection, and business succession planning matters
Draft corporate governance and related business entity documents
Review financial records and collaborate on tax-sensitive planning strategies
Assist clients with trust administration matters and post-death planning issues

What we offer

Quarterly billable-hour bonuses
Year-end discretionary bonus
Medical coverage with multiple plan options for families
Dental coverage for employees
401(k) with discretionary profit-sharing contribution
PTO + SICK

Fulltime

Estate Planning Attorney, Director

A respected law firm in the Chicagoland area is seeking an experienced Estate Pl...

Location

United States , Chicago

Salary:

175000.00 - 300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

J.D. from an accredited law school
Active Illinois bar admission in good standing
10+ years of estate planning experience
Demonstrated expertise in complex estate planning matters
Strong client relationship management and communication skills
Prior leadership experience preferred

Job Responsibility

Counsel individuals and families on advanced estate planning, trust administration, and wealth preservation strategies
Manage complex matters involving tax planning, asset protection, charitable giving, and business succession
Draft and review sophisticated estate planning documents, including wills, trusts, and powers of attorney
Collaborate with financial advisors, accountants, and other legal staff to deliver comprehensive planning solutions
Mentor attorneys and support the continued growth of the practice

What we offer

Health insurance
401(k)
CLE reimbursement
Paid time off

Fulltime

Estate Planning Attorney

We are partnering with a long-standing, highly respected law firm in the Twin Ci...

Location

United States , Edina

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

J.D. from an accredited law school and admission to practice in Minnesota (or ability to obtain promptly)
Minimum of 5 years of experience in estate planning, trust administration, and probate
Demonstrated experience working with high-net-worth clients and complex estates
Strong technical knowledge of estate, gift, and generation-skipping transfer tax issues
Excellent drafting, analytical, and communication skills
High level of professionalism, discretion, and client service

Job Responsibility

Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and advanced planning strategies
Advise clients on tax-efficient wealth transfer, business succession planning, and asset protection
Manage trust and estate administration matters from start to finish
Handle probate proceedings and related court filings
Build and maintain strong client relationships, particularly with high-net-worth individuals and families
Collaborate with financial advisors, accountants, and other professionals to deliver integrated solutions

What we offer

Competitive compensation and performance-based bonus structure
401(k) retirement and savings plan
Comprehensive medical, dental, and vision insurance
Group and voluntary life insurance, plus short-term and long-term disability coverage
On-site fitness center access and convenient proximity to a wide range of local amenities
Opportunity to work on sophisticated legal matters within a collaborative boutique environment

Fulltime

Senior Trust & Estate Attorney

Our client a high end boutique is currently seeking an accomplished Senior Trust...

Location

United States , Cinnaminson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 10 years of substantive experience in trusts and estates work within a major law firm, established boutique practice, or comparable private client environment
Demonstrated knowledge of estate, gift, and income tax planning principles relevant to complex wealth structuring
Proven experience representing high-net-worth and ultra-high-net-worth individuals, families, and related entities
Strong drafting ability with the judgment to create precise, customized estate planning documents
Excellent analytical, communication, and relationship-management skills
Active bar admission and good standing in the applicable jurisdiction

Job Responsibility

Guide high-net-worth clients through complex estate, gift, and generation-skipping transfer tax planning strategies tailored to their personal and family objectives
Prepare and execute sophisticated planning instruments, including irrevocable trust structures, charitable vehicles, and business succession arrangements designed to preserve and transfer wealth effectively
Advise trustees, executors, beneficiaries, and other fiduciaries on the legal and practical aspects of trust and estate administration
Develop succession frameworks for closely held companies and multigenerational family enterprises to support continuity and ownership transition goals
Partner with accountants, financial planners, and other external advisors to deliver coordinated and tax-efficient planning solutions
Build and sustain strong client relationships by serving as a strategic advisor and contributing to practice growth initiatives

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training
Access to top jobs

Fulltime

Tax and Estate Planning Attorney

We are looking for an experienced Tax and Estate Planning Attorney to support so...

Location

United States , Southfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor degree and active attorney licensure required
At least 3 years of experience in tax, estate, and wealth transfer planning
Demonstrated background in estate, gift, and income tax planning for high-net-worth clients
Strong knowledge of annual tax matters, estate tax principles, and related filing considerations
Experience performing tax research in estate, gift, and nonprofit subject areas
Ability to review complex tax returns, trust accountings, and estate planning documents with a high level of accuracy
Strong written and verbal communication skills for advising clients and collaborating with attorneys and outside advisors

Job Responsibility

Advise high-net-worth individuals and families on estate, gift, and income tax matters tied to wealth preservation and transfer planning
Develop and assess charitable giving and wealth transfer strategies, including planning considerations involving retirement assets
Conduct legal and tax research involving estate, gift, income, and nonprofit issues to support client planning recommendations
Prepare estate tax projections and analyze tax implications to guide planning decisions and long-term asset structuring
Review estate and gift tax returns, individual income tax filings, nonprofit returns, and trust accountings for accuracy and alignment with planning objectives
Coordinate with external accounting firms and other advisors to confirm that tax filings and trust reporting properly reflect approved planning strategies
Assist with drafting trusts and related transfer documentation needed to implement estate and tax planning recommendations
Examine existing estate planning documents to identify reporting issues, tax risks, and opportunities for additional planning improvements

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Fulltime

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