A respected California-based law firm is seeking a Trust & Estate Attorney to join its growing estate planning and business advisory practice. The firm advises high-net-worth individuals, business owners, and families on estate planning, tax strategy, and trust and probate administration matters.
Responsibilities:
- Design and draft comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives
- Advise clients on estate, gift, and GST tax planning strategies, including lifetime gifting and wealth transfer techniques
- Handle trust and probate administration matters, including post-mortem planning and asset distribution
- Represent fiduciaries, trustees, executors, and beneficiaries
- Collaborate with external advisors such as accountants and financial planners on integrated planning strategies
- Prepare and review federal estate and gift tax returns
- Conduct legal research and stay current on developments in estate and tax law
- Manage multiple client matters independently while meeting deadlines
Qualifications:
- J.D. from an accredited law school
- Active California State Bar membership in good standing
- 2+ years of experience in estate planning and trust administration
- Strong knowledge of estate, gift, and GST tax principles
- Experience working with high-net-worth individuals preferred
- Ability to manage complex planning and administration matters independently
- Excellent drafting, analytical, and communication skills
- Strong organizational skills and attention to detail
- LL.M. in Taxation preferred but not required
- Client-focused with the ability to build strong professional relationships
- Team-oriented with a proactive and detail-driven approach
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.