Estate Planning Attorney

1 week ago


Santa Barbara, California, United States Mullen & Henzell Llp Full time
Estate Planning Attorney Opportunity

Mullen & Henzell L.L.P. is seeking a skilled and highly motivated Estate Planning Attorney with a tax background to join our Estate Planning group.

This is an exceptional opportunity to practice estate and tax planning at a high level.

About the Role
  • Advise clients on estate planning with a focus on tax strategies, including:
    • Grantor Retained Annuity Trusts (GRATs)
    • Qualified Personal Residence Trusts (QPRTs)
    • Intentionally Defective Grantor Trusts (IDGTs)
    • Charitable Remainder Unitrusts (CRUTs)
    • Charitable Lead Annuity Trusts (CLATs)
    • Irrevocable Life Insurance Trusts (ILITs)
    • Special Needs Trusts (SLA(N)Ts)
  • Conduct thorough legal research on tax and California trust laws and draft legal memoranda analyzing proposed transactions.
  • Collaborate with CPAs, financial advisors, and attorneys to identify tax-efficient structures for estate and business planning.
  • Handle post-death trust administrations and probates.
Requirements
  • Juris Doctor (J.D.) degree from an accredited law school
  • Admitted to practice law in California and in good standing
  • Strong knowledge of federal tax laws
  • Experience drafting complex estate planning documents
  • Excellent analytical and problem-solving skills, and verbal and written communication skills
  • Strong work ethic and professionalism
  • Ability to meet billable hour expectations and work in-person at our office
Compensation and Benefits

The compensation range for our associates is $135,000 to $220,000, depending on experience and other job-related factors permitted by law.

Full-time associates are also eligible for the full benefits, including vacation, sick time, medical insurance, dental insurance, Healthcare and Dependent Care Flexible Spending Accounts, life insurance, disability insurance, 401(k) plan and profit-sharing contributions.

Mullen & Henzell L.L.P. is committed to a diverse and inclusive workforce.

We are seeking a talented and motivated individual to join our elite estate planning team.



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