Senior Estate Planning Attorney
2 weeks ago
Role: High-Net-Worth Estate Planning Attorney
Job Summary
We are seeking a skilled High-Net-Worth Estate Planning Attorney to join our team at Tresp, Day & Associates, Inc. in Solana Beach, California. The ideal candidate will have experience in tax strategies, charitable giving, business succession planning, and trust administration.
Key Responsibilities
- Client Consultation: Conduct detailed consultations with clients to assess their situations, goals, and concerns.
- Professional Collaboration: Collaborate with financial advisors, accountants, and other professionals for comprehensive wealth management.
- Drafting: Draft trusts and other testamentary documents tailored to high-net-worth clients.
- Client Education & Communication: Explain complex legal concepts and provisions of the estate plan to clients in a clear, concise manner.
- Continuous Legal Research: Stay ahead of estate and tax laws, and advanced planning and trust techniques.
Requirements
- Experience: Minimum of 5 years of experience in estate planning with business formation experience, specifically for High-Net-Worth-Individuals.
- Licensed in California: Must be currently licensed to practice law in California. Licenses in Nevada, Wyoming, Arizona, Texas, or Florida are a plus.
- Client-Focused: Ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions.
What We Offer
- Competitive Compensation: Salary commensurate with experience + no cap bonuses.
- Collaborative Environment: We pride ourselves on our tight-knit, supportive teams that collaborate on all cases.
- Growth Opportunities: Clear path to partnership for driven and successful team members.
- Comprehensive Benefits: Medical, dental, vision, and 401k with matching.
Relocation Assistance: Available for the right candidate to make your transition seamless.
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