Estate Planning Attorney Specialist
7 days ago
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.
- 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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