Job Description

Benefits:

401(k)

Employee discounts

Health insurance

Paid time off

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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