Trusts and Estates Attorney

2 months ago


Newport Beach, California, United States Jobot Full time

Join a premier full-service law firm in Southern California dedicated to addressing both transactional and litigation requirements across various practice areas. ONSITE
Salary:
$125,000 - $175,000 annually

About Us:
We are a leading law firm in Southern California, specializing in comprehensive legal services that cater to diverse client needs in estate planning and related fields.

Benefits of Joining Our Team:
Medical Coverage
401k Plan
Paid Time Off:
Competitive compensation package

Position Overview:

Key Responsibilities:
  • Offer thorough legal counsel to clients regarding estate planning, wills, trusts, probate, and strategies for wealth preservation.
  • Design and execute estate plans, including the drafting and finalization of wills, trusts, powers of attorney, and other essential estate planning documents.
  • Work collaboratively with financial advisors and accountants to formulate cohesive wealth management and tax planning strategies.
  • Conduct in-depth legal research and analysis on intricate estate planning matters.
  • Represent clients in probate court proceedings.
  • Stay updated on changes in tax and estate planning legislation and regulations.
  • Foster strong client relationships while delivering outstanding client service.
  • Uphold strict confidentiality and demonstrate sound judgment and discretion in managing sensitive client issues.

Qualifications:
  • Juris Doctor (JD) degree from an accredited law institution.
  • Advanced degree in Tax Law (LLM in Tax) is highly advantageous.
  • Licensed to practice law in the state and in good standing.
  • A minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
  • Proven experience working with high-net-worth individuals and families.
  • Strong understanding of federal and state tax laws and regulations.
  • Exceptional legal drafting abilities and meticulous attention to detail.
  • Excellent communication and interpersonal skills, capable of conveying complex legal concepts clearly.
  • Demonstrated capacity to build and maintain strong client relationships.
  • Strong analytical and problem-solving skills, with a strategic mindset for providing practical legal advice.
  • High standards of professional ethics and integrity.


This role presents an exciting opportunity for a motivated and seasoned Estate Planning Attorney to become part of a dynamic and highly skilled team.

If you are passionate about estate planning law and dedicated to delivering exceptional client service, we encourage you to consider this opportunity.



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