Senior Estate Planning Attorney

Are you currently licensed to practice law in Arizona and in good standing with the Arizona State Bar? *

Do you have at least 5 years of dedicated estate planning experience, including drafting estate planning documents for high-net-worth clients? *

Which of the following advanced planning strategies have you personally drafted and implemented for clients? (Select all that apply)

GRATs
SLATs
IDGTs
BDITs
QPRTs
FLPs/FLLCs
Charitable Trusts

How would you rate your experience advising clients on estate, gift, and generation-skipping transfer (GST) tax planning?

Extensive and regularly advise clients in this area
Moderate experience
Limited exposure
No experience

This position is a full-time, in-office role in Scottsdale, Arizona and operates within an Alternative Business Structure (ABS) alongside financial advisors and CPAs. Are you comfortable working in this environment?

Yes
No

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