What are the responsibilities and job description for the Estate Planning Attorney position at McCallum & Kudravetz P.C.?
Company Description
McCallum & Kudravetz, P.C. is a law firm in Charlottesville, Virginia. Established in 1982 and located at 250 East High Street, the firm has a strong presence in Charlottesville and the surrounding counties, supporting individuals, businesses, and families with their legal needs. With a commitment to professionalism and client-focused service, McCallum & Kudravetz, P.C. upholds a tradition of excellence in the legal field.
Role Description
This is a full-time, on-site role for an Estate Planning Attorney, located in Charlottesville, VA. The responsibilities of the role include drafting and reviewing estate planning documents, handling probate and the administration of trusts and estates, and advising clients on succession planning and estate law matters to meet their unique needs. The attorney will work closely with clients. The ideal candidate will have 2-4 years of experience in estate planning, connections to the Charlottesville area, and a strong attention to detail.
Required Qualifications
- Juris Doctor (J.D.) degree from an accredited law school.
- Licensed and in good standing with the Virginia State Bar.
- 2-4 years of trust and estates experience.
- Proficiency in drafting estate planning documents.
- Knowledge of the Virginia Estate Administration process.
- Proficiency in legal research and utilizing relevant software tools (e.g., GEMS, MS Office, Westlaw, etc.).
- Strong analytical, organizational, and communication skills to effectively serve client needs.
- Experience in client-facing roles and a commitment to exceptional client service.
Responsibilities
- Draft and review wills, trusts (revocable and irrevocable), powers of attorney, advance medical directives, and other estate planning documents.
- Tailor estate plans to address specific client needs, including asset protection, family situations, and charitable giving.
- Guide clients through the administration of trusts, including the selection and duties of trustees, managing trust assets, and distributing assets to beneficiaries.
- Assist in the preparation of fiduciary accountings.
- Prepare and file fiduciary income tax returns and federal estate and gift tax returns.
- Advise clients on estate planning strategies to minimize taxes, avoid probate, and ensure proper asset distribution.
- Advise trustees on fiduciary duties and compliance with trust terms.
- Prepare and file necessary documents with probate courts and Commissioner of Accounts' offices.
- Stay current on changes in laws, regulations, and trends affecting trusts and estates, including Virginia probate laws and federal tax policy.