Estate Plan Lawyer for Charitable Trust

Job Description:

We are seeking a knowledgeable and experienced Estate Planning Attorney to assist in establishing a Charitable Remainder Trust (CRT) designed to provide annuity payments. The ideal candidate will have expertise in trust creation, charitable giving, and tax planning, with a focus on ensuring compliance with applicable laws and maximizing tax benefits.

Responsibilities:

Consult with clients to understand their estate planning and charitable giving goals
Draft and establish Charitable Remainder Trust agreements tailored to client needs
Structure CRTs to provide fixed annuity payments during the donor’s lifetime
Ensure compliance with IRS regulations governing CRTs
Advise clients on tax implications and benefits associated with CRTs
Coordinate with financial advisors and tax professionals as needed
Guide clients through the process of transferring assets into the trust

Qualifications:

Juris Doctor (JD) degree from an accredited law school
Valid state bar admission
Proven experience in estate planning, trust law, or charitable giving
Knowledge of IRS rules related to CRTs and charitable trusts
Strong analytical, communication, and client service skills
Ability to explain complex legal and tax concepts clearly

Preferred:

Certification in estate planning or elder law
Familiarity with financial planning strategies involving CRTs

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