Estate Planning Attorney | Bend, OR

Detailed Information

  • Location: Bend, OR

  • Company: BCG Attorney Search

credentials and a track record of drafting estate planning documents, designing and implementing advanced estate tax and charitable planning solutions, analyzing tax laws and legislative updates, overseeing probates and trust administrations, as well as effectively managing client relationships.

Knowledge of estate tax return preparation is a valuable asset. Candidates must be licensed to practice in Oregon or eligible to waive into the state. Duties: Draft and review estate planning documents, including wills, trusts, and powers of attorney. Design and implement advanced estate tax and charitable planning solutions. Analyze evolving tax laws and legislative updates to ensure compliance

and maximize benefits for clients. Oversee probate proceedings and trust administrations. Manage and communicate effectively with clients, addressing their estate planning needs and concerns.

Collaborate with clients and financial advisors to develop comprehensive estate plans. Provide guidance on complex estate planning issues and strategies. Knowledge of estate tax return preparation is a plus. Requirements: A minimum of 8 years of experience in estate planning, probate, and trust administration. Strong academic credentials. Proven ability to draft estate planning documents and analyze tax laws. Exceptional client communication and management skills. Licensed to practice in Oregon or

eligible to waive into the state. Education: Juris Doctor (J. D. ) degree from an accredited law school.

Certifications: Admission to the Oregon State Bar Association or eligibility to waive into Oregon. Skills: Estate planning document drafting. Tax law analysis and planning. Probate and trust administration. Client communication and management. Advanced estate tax and charitable planning. Knowledge of estate tax return preparation (preferred).

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