Trust & Estates Attorney CA

3 weeks ago


hidden valley, United States GPAC Full time

Our client is seeking a seasoned trust and estates attorney with experience working with high-net-worth clients. The firm provides sophisticated, practical, and responsive wealth-transfer counsel, leveraging extensive experience and a strong commitment to client service. This is a prestigious practice, with many accolades and awards for their work in estate planning. 

Key Responsibilities:


  • Provide comprehensive estate planning services, including drafting wills, trusts, and other estate planning documents.
  • Develop and implement wealth transfer strategies to maximize asset preservation and minimize tax liabilities.
  • Advise clients on business succession planning, charitable giving, and retirement benefit planning.
  • Handle complex estate and gift tax controversies and trust administration matters.
  • Participate in the development of tax and wealth transfer policies through court rulings and legislative initiatives.
  • Engage in client relationship management, ensuring exceptional service and responsiveness to client needs.

Qualifications:


  • Juris Doctor (JD) degree from an accredited law school.
  • Licensed to practice in CA.
  • Minimum of 5 years of experience in trust and estates law, with a focus on high-net-worth clients.
  • Strong knowledge of estate planning, tax law, and wealth transfer strategies.
  • Excellent analytical, drafting, and negotiation skills.
  • Demonstrated ability to manage complex cases and provide strategic legal advice.
  • Outstanding interpersonal and communication skills, with a client-focused approach.

Salary is market-competitive with performance bonuses for exceeding billable targets. If you're interested in learning more - apply here or submit your materials to

holly.bishop@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.


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