Estate Planning Attorney

4 days ago


Newport Beach, United States Jobot Full time
Job Opportunity

Southern California-based law firm seeks an experienced Estate Planning Attorney to join their team. As a full-service firm, they provide transactional and litigation services across various practice areas.

About the Role

  • Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
  • Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
  • Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
  • Conduct legal research and analysis of complex estate planning issues.
  • Represent clients in probate court proceedings.
  • Stay up-to-date with changes in tax and estate planning laws and regulations.
  • Build strong client relationships and deliver exceptional client service.

Requirements

  • Juris Doctor (JD) degree from an accredited law school.
  • Advanced degree in Tax Law (LLM in Tax) is highly desirable.
  • Admitted to practice law in the state and in good standing.
  • Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
  • Proven track record of working with high-net-worth individuals and families.
  • Strong knowledge of federal and state tax laws and regulations.
  • Exceptional legal drafting skills and attention to detail.
  • Excellent communication and interpersonal skills.

About Jobot

Jobot is a dynamic and highly professional team seeking an ambitious and experienced Estate Planning Attorney to join their ranks. If you are passionate about estate planning law and committed to providing exceptional client service, we would love to hear from you.



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