Job Description

Job Description

Job Description

Stein Law seeks to add an estate planning attorney to our growing firm.  Our ideal candidate is an attorney with 3 to 5 years of recent experience in estate planning with taxable estates, with an inclination to learn about federal income tax and entity taxation.

This is an on-site, full-time position located in the Sandy Springs, Georgia office.

Our Company :

Stein Law specializes in estates and trusts, corporate matters, tax controversy, and tax planning, with more than 45 years of combined experience assisting startups, entrepreneurs, and multi-generational family businesses.  We focus on the formation and operation of their businesses, beginning with planning and entity selection designed to achieve our clients’ short-term and long-term objectives.  We represent a variety of entity types, operating throughout the world and throughout their business life cycles.

Stein Law is a highly collaborative work environment where the individual is valued, and communication is a top priority.

Required Qualifications:

·         3-5 years of hands-on experience in estate planning with taxable estates, including wills, revocable and irrevocable trusts

·         Excellent research, writing, and drafting skills

·         Knowledge of estate,  gift, and GST tax implications 
·         Strong communication skills and ability to work collaboratively with colleagues and external advisors

Preferred Qualifications:

·         Experience with advanced estate planning structures, including Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), Spousal Lifetime Access Non-Grantor Trusts (SLANTs), Intentionally Defective Grantor Trusts (IDITs), Dynastic Trusts, and offshore Trusts

·         Familiarity with trust decanting, restructuring, and multi-generational planning strategies

·         Experience with trust administration and settlement of complex estates

·         Exposure to or willingness to develop expertise in Private Placement Life Insurance (PPLI) structures and integration with estate plans

Responsibilities:

·         Draft and review estate planning documents, including wills, revocable and irrevocable trusts.
·         Advise clients on estate planning strategies, tax implications, and/ or asset protection.
·         Conduct client meetings to understand their goals and provide tailored legal solutions.
·         Collaborate with other attorneys and professionals, such as financial advisors and accountants, to ensure comprehensive client care.
·         Stay current with changes in estate planning laws and regulations.
·         Represent clients in probate and estate administration matters as needed.
·         Research various issues including income, estate, Chapter 14, GSTT, and entity taxation.

Profit Sharing Plan

·         Potential origination bonus eligible

Benefits :

·         Medical, Dental, and Vision Insurance

·         401(k) Plan: Employer match up to 4%

·         Disability Insurance: Long-term and short-term coverage

·         Life Insurance: Employer-provided coverage

·         Paid Time Off 

·         Paid Holidays

·         Continuing Legal Education: Covered expenses subject to approval

·         State Bar Dues: Payment for membership fees

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