Estate Planning Attorney

Levine Haddad & Gregory, LLC
  • Springfield, NJ
  • $80,000–$150,000 Per Year
  • Full-time
30+ days ago

Job Description

Benefits:
  • 401(k)
  • Free food & snacks
  • Paid time off

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County.  We currently have openings in our Estate Planning department.  Qualified individuals will have two to five years of experience, possess a strong academic background.
 
Qualifications
  • Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
  • This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
  • Demonstrate expertise in drafting and implementing estate planning documents
  • Understanding of estate, gift and generation-skipping transfer tax laws
  • Excellent communication, negotiation and problem-solving skills
Benefits
  • Medical, Dental and Vision Insurance
  • Summer Fridays
  • 401(k)
  • 8+ holidays and discretionary time off structure
  • 17 personal days per year (vacation, sick or otherwise)
  • Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.
Responsibilities
  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
  • Draft, review and revise estate planning documents tailored to individual client needs
  • Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
  • Stay current with federal and state laws impacting estate planning, probate and tax matters
  • Foster trust and rapport with clients through clear communication, confidentiality and responsive service
 
Job Type: Full-time
 
Work Location: In person
 
Compensation: $80,000.00 - $150,000.00 per year


 
 
 
 
 
 
 
 

Numbers & Facts

LocationSpringfield, NJ
Job TypeFull-time
Salary$80,000–$150,000 Per Year

Skills

  • Academic Backgroundunmatched
  • Accountingunmatched
  • Attorneyunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Dental Insuranceunmatched
  • Estate Planningunmatched
  • Federal Laws and Regulationsunmatched
  • Interpersonal Skillsunmatched
  • Negotiation Skillsunmatched
  • Probateunmatched
  • Problem Solving Skillsunmatched
  • State Laws and Regulationsunmatched
  • Tax Regulationsunmatched
  • Vision Planunmatched

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