Estate Planning Attorney at McKean Smith LLC

McKean Smith is seeking a skilled and client-focused Estate Planning Attorney to join our team. The ideal candidate will have 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.

• 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

• Juris Doctor (JD) from an accredited law school

• Active bar membership in Oregon and/or Washington

• Minimum of 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

• Competitive salary based on experience

• Employer paid 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

• Firm issued laptop

• At-home office setup assistance

• Professional headshot

• Hybrid working environment

• Casual office dress code when not client-facing

Please submit a cover letter with your application.

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