Trusts & Estates Associate - Portland

Posted Yesterday
Be an Early Applicant
97205, Portland, OR, USA
In-Office
Mid level
Professional Services • Real Estate • Financial Services
The Role
Advise high-net-worth individuals, private foundations, and family offices on estate planning, wealth transfer, tax optimization, trust structures, charitable gifts, and trust administration. Draft sophisticated estate and trust documents, counsel fiduciaries, manage client relationships, and collaborate with outside advisors on complex planning projects.
Summary Generated by Built In

We are seeking a highly skilled and experienced attorney to join our growing Trusts & Estates practice, with the position based in Portland. This is an exceptional opportunity for a junior level (3-5 years) associate with a strong background in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices.

Key Responsibilities

  • Advise clients on multi-generational wealth planning and tax optimization strategies.  Expectation is that candidate will have direct client contact and will be a key liason between the clients and their advisors and the senior supervising partner.
  • Draft complex estate plans, charitable gift agreements and trust structures tailored to sophisticated client needs.
  • Structure and implement strategic wealth transfer techniques (e.g., dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts and charitable remainder trusts).
  • Counsel fiduciaries on post-death trust administration and on-going trust administration (including familiarity with trust accounting rules, trust modifications, and decanting).
  • Advise clients on the characterization of community and separate property, including transmutation agreements.  Experience with prenuptial, postnuptial and cohabitation agreements a plus.
  • Collaborate with clients and their outside advisors to manage large-scale planning projects.

Qualifications

  • Juris Doctorate from an accredited law school
  • Admission to and good standing with the Oregon State Bar.  Additional state bar admission in Washington is a plus.
  • Minimum of 3-5 years of relevant experience in private client services in a law firm setting.
  • Demonstrated independent drafting experience with a wide range of estate planning and trust documents.
  • Superior oral and written communication skills and demonstrated management of client relationships and projects.

Buchalter LLP offers a competitive salary, 401K, profit sharing and a full benefits package.

Buchalter was founded based on principles of inclusivity.  Our firm’s commitment to reflecting and enhancing the rich diversity of the clients and communities we serve is more than eight decades strong. Buchalter’s diversity of attorneys and staff provides clients with a greater breadth of creative talent and alternative approaches, and enriches our firm’s collaborative, entrepreneurial and collegial environment, benefiting all.  We are proud to be an equal opportunity employer.  In recruiting, we welcome the unique contributions that all candidates can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation and beliefs.

Interested candidates should submit a resume, writing sample and transcript using the link below.


Skills Required

  • Juris Doctorate from an accredited law school
  • Admission to and good standing with the Oregon State Bar
  • Three to five years of relevant private client services experience in a law firm setting
  • Independent drafting experience with a wide range of estate planning and trust documents
  • Superior oral and written communication skills
  • Demonstrated ability to manage client relationships and projects
  • Washington State Bar admission
  • Experience with prenuptial, postnuptial, and cohabitation agreements
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Los Angeles, CA
Year Founded: 1933

What We Do

Buchalter is a full-service business law firm that has been a trusted partner to businesses, entrepreneurs, and organizations for over 90 years, providing strategic legal counsel and advocacy.

Similar Jobs

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Complex Claims Specialist, Financial Lines Professional Liability

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
2 Locations
40000 Employees
94K-176K Annually

Immersive Logo Immersive

Consultant

Enterprise Web • HR Tech • Information Technology • Software • Cybersecurity
Remote or Hybrid
United States
330 Employees
130K-160K Annually

Immersive Logo Immersive

Senior Solutions Architect

Enterprise Web • HR Tech • Information Technology • Software • Cybersecurity
Remote or Hybrid
United States
330 Employees
130K-160K Annually

Samsara Logo Samsara

Manager, Implementation - Enterprise Select

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
109K-166K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account