Our client, a regional firm, is seeking Trusts & Estates Attorneys to join their dynamic team.
The Trusts & Estates Attorney will be responsible for providing legal counsel and services in the areas of estate planning, trust administration, and probate. The ideal candidate will have a deep understanding of the complexities of trusts and estates law and will be adept at crafting customized estate plans that meet the unique needs of high net worth clients.
NOTE: There are multiple openings for this job (junior and senior level) and is hybrid out of their California offices (San Francisco, Los Angeles, or Irvine).
Key Responsibilities:
- Estate Planning: Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives.
- Trust Administration: Administer trusts, including preparing trust accountings, ensuring compliance with trust terms, and managing trust assets.
- Probate: Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries.
- Tax Planning: Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning.
- Client Relations: Build and maintain strong relationships with clients, offering ongoing legal advice and support tailored to their specific needs.
Qualifications:
- Juris Doctor (JD) degree from an accredited law school.
- Minimum of 2+ years of experience (Junior Attorney) or 10+ years of experience (Senior Attorney) in trusts and estates law.
- Strong understanding of estate planning, trust administration, and probate law.
- Ability to manage multiple clients and cases simultaneously.
Preferred Qualifications:
- LL.M. in Taxation or Estate Planning.
- Experience working with high-net-worth individuals and complex estates.
Benefits & Perks:
- Competitive salary and bonus structure.
- Comprehensive health, dental, and vision insurance.
- Paid time off and holidays.
- Professional development opportunities.
- Supportive and collaborative work environment.
- Respect for work-life balance.
