Trust And Estate Planning Attorney Job at Wagner Oehler, Ltd., Rochester, MN

UXFSQXdhZncwa0tpK1V0SWdBVEE1M0hKWHc9PQ==
  • Wagner Oehler, Ltd.
  • Rochester, MN

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!

Compensation:

$130,000 - $160,000 yearly

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 examination
  • Estate planning
  • Estate Administration
  • Farm succession planning
  • Business law

Our 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. 

#WHLAW2


Compensation details: 130000-160000 Yearly Salary

PI8c2241cff486-30492-38142618

Job Tags

Full time,

Similar Jobs

Cassia CONNECT

Nursing Assistant - Certification Provided Job at Cassia CONNECT

: Provide hands-on personal care Assist with nurse-delegated tasks such as recording vital signs and operating mechanical lifts. Enhance...  ...activities + more! All-inclusive Comprehensive Training & CNA Certification CNA training program = 75 hours Hybrid... 

Beijing Prepare Education

English/Spanish/German/French Teacher Job at Beijing Prepare Education

 ...of English, for undergraduate and postgraduate students majoring in either those languages and literatures or other disciplines.2.German16 teaching hours per week maximum, each teaching hour lasts 45 minutes, Sep 1st 2019-July 31st 2020 - Full-time instructor to... 

Refactor Games

Core Game Designer (Unreal Engine 5 / Sports) Job at Refactor Games

 ...Refactor Games is a AAA sports video game studio . We are developing the next generation of professional football (soccer) video games using Unreal Engine 5 . We are looking for a Core Game Designer to own the design of core moment-to-moment gameplay for our... 

Meiborg Companies

Driver Dispatcher Job at Meiborg Companies

 ...support staff deliver the highest levels of efficiency and performance for our customers. Position Purpose : The purpose of a Driver Leader is to schedule freight deliveries and arrange pickups of shipments and parcels. Their duties include scheduling truck... 

Calculated Hire

Sr. Data Scientist Job at Calculated Hire

 ...Data Scientist Franklin, TN (4 Days in - Friday Remote) Summary: We are currently looking for a Sr. Data Scientist, Aftersales Parts Pricing to join our team in Franklin, TN. The Sr. Data Scientist provides complex data and predictive analytics solutions to...