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High-Net-Worth Estate Planning Attorney

2 months ago

Reston, Virginia, United States Tresp, Day & Associates, Inc. Full time
High-Net-Worth Estate Planning Attorney Opportunity

At Tresp, Day & Associates, Inc., we are seeking a highly skilled and experienced High-Net-Worth Estate Planning Attorney to join our team in Solana Beach, California. As a key member of our team, you will have the opportunity to work with high-net-worth individuals and families, providing expert guidance on tax strategies, wealth preservation, and estate planning.

Key Responsibilities:
  • Develop and implement tax-efficient strategies to minimize estate taxes, gift taxes, and other tax liabilities.
  • Advise clients on wealth preservation, asset protection strategies, and philanthropic strategies.
  • Draft, create, and advise clients on charitable trusts and foundations.
  • Assist clients with business transfer and succession planning.
  • Oversee the administration of trusts and decedents' estates.
Requirements:
  • Minimum of 5 years of experience in estate planning with business formation experience, specifically for high-net-worth individuals.
  • Currently licensed to practice law in California. Licenses in Nevada, Wyoming, Arizona, Texas, or Florida are a plus.
  • Ability to build and maintain strong client relationships, understand their unique needs, and provide effective solutions.
What We Offer:
  • Competitive compensation package, including salary and no cap bonuses.
  • Collaborative and supportive work environment.
  • Clear path to partnership for driven and successful team members.
  • Comprehensive benefits package, including medical, dental, vision, and 401k with matching.

We are committed to providing our attorneys with the best possible resources and support to ensure their success. If you are a motivated and experienced estate planning attorney looking for a new challenge, we encourage you to apply for this exciting opportunity.