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Trust and Estate Administration Attorney Clerkship

Trust and Estate Administration Attorney Clerkship

 

Barrett McNagny LLP, one of the oldest and largest law firms in northeast Indiana, is seeking a law school student interested in a future associate position as a Trust and Estate Administration Attorney.  The ideal candidate will have an interest in the areas of federal estate, gift, Generation-Skipping, and fiduciary income tax.  The clerk will have direct client interaction, assisting our attorneys with estate and trust administration matters.  The clerk will obtain experience in a variety of estate and trust administration matters, likely to include projects involving real estate, entity ownership interests, non-profit entities, and tax considerations.

 

Daily Responsibilities include:

  • Drafting court pleadings, proposed Orders, and Notices.
  • Sending and receiving correspondence to/from clients.
  • Meeting with clients.
  • E-Filing pleadings and motions electronically with the Court.
  • Reviewing real estate records, financial records, and income tax returns regarding a decedent’s assets.
  • Preparing accountings and funding calculations.
  • Reviewing and considering federal estate, gift, Generation-Skipping, and fiduciary income tax matters.
  • Preparing gift and estate tax returns, as may be applicable.