Estate Planning Attorney Specialist

7 days ago


Newport Beach, United States Jobot Full time
Job Overview

Southern California full-service firm provides comprehensive estate planning, transactional, and litigation services across various practice areas.

Estimated Salary

$125,000 - $175,000 per year

Responsibilities
  • Deliver in-depth 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 thorough research and analysis of complex estate planning issues.
  • Represent clients in probate court proceedings.
  • Maintain knowledge of changes in tax and estate planning laws and regulations.
  • Build strong relationships with clients and provide exceptional service.
  • Maintain confidentiality and exercise sound judgment in handling sensitive client matters.
Qualifications
  • 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 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
  • Demonstrated ability to work 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.
  • Demonstrated ability to develop and maintain strong client relationships.
  • Strong analytical and problem-solving skills.
  • High degree of professional ethics and integrity.


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