Estate Administration Attorney

Location: Perkasie, PA
Date Posted: 05-17-2018
Position: Estate Administration Attorney
Full-time
Perkasie, PA
To apply: careers@mccloskeypartners.com
 
 
Qualifications and Experience
  • 2+ years of experience in estate administration 
  • Strong experience soliciting and closing gift annuities
  • Current licensure in PA and NJ
  • Bachelor’s degree, a Juris Doctorate or Financial Planning Certificate
  • Knowledge of testamentary giving techniques, such as wills, trusts, insurance policies and retirement plans
  • Knowledge of charitable gift annuities and charitable trusts
  • Knowledge of methods of transferring assets to children, charities, and knowledge of federal tax law.
  • Strong interpersonal communication skills, strong writing skills, experience with PGCalc or other planned giving software
  • Experience in the following:
    • Estate Administration
    • Dispute Resolution
    • Elder Law
    • Long-Term Care Advice
    • Guardianships
    • End-of-Life Decisions
    • Tax Planning and Preparation
    • Charitable Giving
 
 
 
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