Estate Planning Associate (3+ years experience)LOCATION: Hybrid position between Minneapolis and St. Michael, MN offices.About this positionWe are looking for an Associate to join our firm to support seasoned Estate Planning Attorneys. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. This position requires strong legal drafting skills, attention to detail, and the ability to build trusted relationships with clients.Responsibilities and dutiesMeet with clients to assess estate planning needs and develop customized estate plans.Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents.Advise clients on estate, gift, and generation-skipping transfer tax considerations.Develop asset protection and wealth preservation strategies.Assist business owners with succession planning and ownership transition matters.Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration.Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives.Conduct legal research and stay current on changes in estate planning, tax, trust, and probate laws.Maintain accurate case files and documentation in accordance with firm policies.Participate in business development, networking, community involvement, and client relationship-building activities.Manage probate and estate administration matters from intake through final distribution.Education and LicensureJuris Doctor (J.D.) from an accredited law school.Licensed and in good standing to practice law in the applicable jurisdiction.Experience3+ years of experience practicing estate planning, trust and estate administration, or a related area of law preferred.Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus.Knowledge, Skills, and AbilitiesStrong knowledge of estate planning, trust administration, probate, and tax planning principles.Excellent legal writing, drafting, and analytical skills.Strong interpersonal and client counseling abilities.Ability to explain complex legal concepts in a clear and practical manner.Exceptional organizational and time management skills.Ability to work independently while collaborating effectively with attorneys and staff.Proficiency with legal research tools and document management systems.Preferred QualificationsExperience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning.Existing referral relationships or demonstrated business development experience.LL.M. in Taxation or Estate Planning (preferred but not required).Compensation and BenefitsBase compensation will vary based on level of experience. Associate compensation range $95,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance.HSA & FSA AccountsEmployer contribution to HSA if enrolled in a High-Deductible Health Plan401K with 4% company contribution (after completion of 1 year of service)Paid time offPaid company holidaysCompany-paid basic life insuranceEmployee Assistance ProgramAnnual Marketing & Business Development budgetBar license and CLE reimbursementsCell phone reimbursementGym reimbursementEqual OpportunityMesserli Kramer is fully committed to equal opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Work EnvironmentThis job operates in a professional office environment. The role may require additional hours to complete work in a fast-paced setting. The physical demands include talking, hearing, and periodic lifting up to 25 pounds as described in the job requirements.#J-18808-Ljbffr