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Robert Half Estate Planning/Trust Paralegal in Portland, Oregon

Description

We are offering an exciting opportunity for a Senior Paralegal with a focus on Estate Planning/Trust matters in our Portland, Oregon office. The ideal candidate will have experience in complex estate planning, tax laws impacting estate plans, and gifting strategies, especially for high-net-worth individuals and families. This role will also involve succession planning for clients with closely held businesses and advising on estate planning issues affecting multi-generational transfers.

Responsibilities:

• Analyze current and proposed tax laws affecting estate plans and develop gifting strategies for high-net-worth individuals and families

• Emphasize on succession planning for clients with closely held businesses

• Advise clients on estate planning issues affecting multi-generational transfers

• Gain experience with charitable planning, nonprofit corporations, probates, trust administrations, special needs planning, and protective proceedings

• Represent beneficiaries when necessary

• Handle complex estate planning tasks including trust accounting, trust returns, and trust tax returns

Firm offers extensive benefits package including paid medical premiums, 3 weeks PTO, paid sick leave, 401K with matching, hybrid work options and bonus opportunity.

To submit your resume confidentially please send to Sam(dot)Sheehan(at)RobertHalf(dot)(com)

Requirements

5+ YOE in Estate Planning/Trust Law

Experience handling high net worth Estates and Business Succession Planning

Paralegal Certificate preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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