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Estate Planning Attorney

1 month ago

Newport Beach, California, United States Jobot Full time
About the Role

We are seeking an experienced Estate Planning Attorney to join our dynamic team at Jobot. As a key member of our firm, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.

Responsibilities
  • 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 legal research and analysis of complex estate planning issues.
  • Represent clients in probate court proceedings.
  • Keep abreast of changes in tax and estate planning laws and regulations.
  • Develop strong client relationships and deliver exceptional client service.
  • Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters.
Requirements
  • 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 of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
  • Proven track record of working 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, with the ability to explain complex legal concepts in a clear and understandable manner.
  • Demonstrated ability to develop and maintain strong client relationships.
  • Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
  • High degree of professional ethics and integrity.