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Trust and Estates Partner

3 months ago


San Diego, United States Interlink Talent Solutions Full time

Our client strives to help high-net-worth individuals, executors, trustees, and beneficiaries accomplish specific objectives and achieve overall sound wealth management and protection. Their attorneys have extensive experience in estate planning, charitable planning, establishing private family foundations and public charities, business succession planning, and international estate planning. They are currently seeking a skilled and experienced Trust and Estates Partner to join their team in San Diego.


Responsibilities:


  • Develop and implement strategies for estate planning, including the creation of revocable trusts and wills, durable powers of attorney, health care powers of attorney, and living wills.
  • Assist clients with the establishment of life insurance trusts, charitable trusts, minors’ trusts, and pet trusts.
  • Provide guidance on charitable giving, including setting up charitable funds and entities that promote clients' philanthropic interests.
  • Implement international estate planning techniques and family limited partnerships.
  • Advise on merger and acquisition transactions for family businesses and succession planning for closely held businesses.
  • Prepare federal and state estate tax returns.
  • Oversee the distribution of assets to beneficiaries.


Qualifications:


  • Juris Doctor (JD) degree from an accredited law school.
  • Experience in trusts and estates law, with a focus on high-net-worth individuals.
  • Extensive knowledge of estate planning, charitable planning, tax laws, and business succession planning.
  • Proven track record in handling complex estate and trust administration.
  • Commitment to providing high-quality representation and maintaining client confidentiality.
  • Proven ability to develop and maintain client relationships.


Benefits:


  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Generous retirement savings plan with firm contributions.
  • Opportunities for professional development and continuing education.
  • Opportunity to work with a prestigious client base.


How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (louis@interlinkrecruitment.com) or you can hit apply now.