Job Description
Job DescriptionAre you an experienced Trusts & Estates Paralegal with a strong background in Estate Administration? LHH Recruitment Solutions is currently seeking a Trust & Estate Paralegal for our law firm client located in Baltimore, MD. This role is ideal for a detail-oriented professional seeking to make a major impact in a fast-paced work environment.
Key Responsibilities:
- Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.
- Prepare & file federal (Form 706) and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.
- Prepare Corporate Filings (LLCS, Corps., Foundations, etc.)
- Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.).
- Prepare and file gift tax returns (Form 709).
- Track client gifting and reporting requirements for gift tax returns and draft & file the same.
- Draft loan docs, calculate interest & annuity payments.
- Effectively communicate & coordinate estate planning action items with clients, family offices, accounting firms, and banking teams.
Qualifications:
- Ideally 3 or years or more of relevant experience.
- A bachelor’s degree and/or a paralegal certification.
Schedule:
- Hybrid is ok. Will consider fully remote ONLY FOR CANDIDATES IN THE DMV area.
Pay Details: $90,000.00 to $110,000.00 per year
Search managed by: Pierre Sylvestre
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
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