What are the responsibilities and job description for the Estate Planning Attorney position at Monroe Moxness Berg PA?
Trusts & Estates Associate Attorney Monroe Moxness Berg is a boutique Minneapolis (Bloomington) law firm nationally known for its innovative work in the areas of brand concept growth and protection, multi-unit retail/franchising and distribution, and corporate finance. We have an immediate opening for a Trusts & Estates Associate. The firm is looking for an Associate with 2-5 years of Trusts & Estates experience. Great opportunity for a junior associate looking for a "step-up" in their career.
Must have experience handling estate planning and estate administration. Job Title: Trusts and Estates Associate Attorney Location: Edina, Minnesota Job Type: Full-Time Experience Level: 2–5 Years Practice Area: Trusts & Estates / Private Client Services About the Role: We are seeking a highly motivated and detail-oriented Trusts and Estates Associate Attorney with 2–5 years of experience to join our dynamic and collaborative team. The ideal candidate will have a strong background in estate planning, trust administration, and probate matters, and will be comfortable working directly with high-net-worth individuals and families. Key Responsibilities: • Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
Must have experience handling estate planning and estate administration. Job Title: Trusts and Estates Associate Attorney Location: Edina, Minnesota Job Type: Full-Time Experience Level: 2–5 Years Practice Area: Trusts & Estates / Private Client Services About the Role: We are seeking a highly motivated and detail-oriented Trusts and Estates Associate Attorney with 2–5 years of experience to join our dynamic and collaborative team. The ideal candidate will have a strong background in estate planning, trust administration, and probate matters, and will be comfortable working directly with high-net-worth individuals and families. Key Responsibilities: • Draft estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
- Advise clients on estate, gift, and generation-skipping transfer tax strategies. • Assist with the administration of trusts and estates, including probate proceedings. • Conduct legal research and analysis related to estate planning and tax issues. • Collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans.
- Maintain client relationships and ensure high levels of service and responsiveness. Qualifications: • J.D. from an accredited law school and admission to the state bar. • 2–5 years of experience in trusts and estates law.
- Strong drafting and analytical skills. • Familiarity with federal and state tax laws affecting estates and trusts. • Excellent communication and interpersonal skills. • Ability to manage multiple matters and deadlines effectively.
- Experience drafting a full range of estate planning documents. • Experience developing estate plans for high net-worth clients. • Experience administering taxable estates and probates.