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Event planning • portland or
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Estate Planning Attorney
McKean Smith LLCPortland, OR, US- serp_jobs.job_card.new
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McKean Smith LLCPortland, OR, US- serp_jobs.job_card.full_time
Job Description
Job Description
McKean Smith is seeking a skilled and client-focused Estate Planning Attorney to join our team. The ideal candidate will have 3–5 years of experience handling a broad range of estate planning matters, including drafting wills and trusts, administering estates, and advising clients on tax-efficient strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, as well as exceptional interpersonal skills to build lasting client relationships.
Key Responsibilities :
Advise clients on all aspects of estate planning, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives
Draft comprehensive estate planning documents tailored to client needs and objectives
Conduct client consultations and collaborate on strategy for tax minimization, asset protection, and business succession
Handle trust and estate administration, including probate proceedings, trust funding, and related filings
Stay current on changes to federal and state estate, gift, and inheritance tax laws
Coordinate with financial advisors, accountants, and other professionals to implement planning strategies
Support clients with lifetime gifting strategies and charitable planning
Handle guardianship and conservatorship matters as needed
Qualifications :
Juris Doctor (JD) from an accredited law school
Active bar membership in Oregon and / or Washington
Minimum of 3–5 years of relevant experience in estate planning and estate administration
Strong drafting and analytical skills with attention to detail
Knowledge of federal and state tax laws related to estates and trusts
Excellent client communication and relationship-building abilities
Ability to manage multiple client matters independently and efficiently
LL.M. in Taxation or CFP designation is a plus, but not required
Compensation & Benefits :
Competitive salary based on experience
Health, dental, and vision insurance
Retirement plan with employer contribution
Paid time off and flexible scheduling
Continuing legal education (CLE) support
Collaborative and supportive work environment
PHYSICAL DEMANDS AND WORK ENVIRONMENT :
- Frequently required to stand
- Frequently required to walk
- Frequently required to sit
- Continually required to utilize hand and finger dexterity
- Continually required to talk or hear
- Continually utilize visual acuity to operate equipment, read technical information, and / or use a keyboard
- Occasionally required to lift / push / carry items up to 50 pounds