High-Net-Worth Estate Planning Attorney
3 weeks ago
Job Description
:
Since 1992, Tresp, Day, & Associates, Inc. has been the leader in domestic and international estate planning nationwide. Our Solana Beach, California office seeks to add an experienced Estate Planning Attorney with business formation experience to our growing staff. Our office is located in the Cedros Design District, just a short walk from the beach, cafes, and shops.
Work with successful and entrepreneurial clients from across the nation and abroad, at the forefront of estate planning and asset protection strategies with exceptional staff in a collegial and family-oriented environment. You will have excellent paralegal support, in-house marketing, top-notch networking, and the best research and drafting tools including the full suite of WestLaw, CEB OnLaw, and WealthCounsel.
Qualifications:
Juris Doctor (JD) degree from an accredited law school.
Admission to the State Bar of California. Bar admission to WY, NV, FL a plus.
Minimum of 5 years of experience in estate planning.
Strong analytical and problem-solving skills.
Excellent written and verbal communication abilities.
Responsibilities:
Consult with clients to assess their financial situation, goals, and concerns.
Draft trusts and other testamentary documents tailored to the unique needs of high-net-worth clients.
Develop tax-efficient strategies to minimize estate taxes, gift taxes, and other tax liabilities.
Advise clients on wealth preservation and asset protection strategies.
Advise clients on philanthropic strategies and charitable giving.
Draft/create, and advise clients regarding charitable trusts and foundations.
Assist clients with the transfer and succession of businesses.
Handle real estate matters related to the transfer and management of high-value properties.
Oversee the administration of trusts and estates.
Collaborate with financial advisors, accountants, and other professionals to provide comprehensive wealth management services.
Conduct legal research and maintain continuing legal education regarding changes in laws, regulations, and public policy.
Maintain a high level of confidentiality and privacy for clients with sensitive financial information.
Supervise and mentor support staff and junior attorneys.
Follow firm policies and procedures.
Benefits:
Competitive salary commensurate with experience.
Opportunity to grow into our partner program.
Medical, dental, vision, and 401k with matching.
Relocation assistance considered for the right candidate.
#J-18808-Ljbffr
-
Senior Attorney- Estate Planning
4 weeks ago
Los Angeles, United States Marshall Graham Full timeJob DescriptionJob DescriptionExcellent law firm voted one of the best in the country is seeking an experienced Senior Associate Attorney or Counsel with at least five years of experience to join the Trusts & Estates group. Seeking Attorneys with practices working complex estate plans, trust, and estate administrations, and business succession plans...
-
Senior Attorney- Estate Planning
4 weeks ago
Los Angeles, California, United States Marshall Graham Full timeExcellent law firm voted one of the best in the country is seeking an experienced Senior Associate Attorney or Counsel with at least five years of experience to join the Trusts & Estates group. Seeking Attorneys with practices working complex estate plans, trust, and estate administrations, and business succession plans customized to meet the needs of...
-
Senior Trust and Estates Attorney
4 weeks ago
Los Angeles, United States Direct Counsel, LLC Full timeJob DescriptionJob DescriptionDirect Counsel is seeking an experienced Trusts and Estates Attorney to join a prominent law firm with a strong national presence in their esteemed Trusts & Estates Taxation Department in their Los Angeles, San Francisco or Irvine office. The ideal candidate will possess a minimum of 10 years of experience in trust...
-
Tax manager
5 days ago
Los Angeles, CA, United States CyberCoders Full timeMarina Del Rey, CA • San Diego, CA • Sacramento, CA • Los Angeles, CARemote Available Full-time $120,000.00 - $180,000.00Posted 01/03/2024If you are a Tax manager seeking a growth opportunity with a stable, culture driven firm then please send your resume to jordyn.fulgham@cybercoders.comTop Reasons to Work with UsWe've been around for 45 years based...
-
Real Estate Attorney
7 days ago
Los Angeles, United States Permanent Placements LLC Full timeReal Estate Attorney (3-5 years)Locations: Los Angeles, CASalary Range: $225,000 to $275,000Admission: CaliforniaClient Size: 400+Client Description: Our client is an Am Law Firm with 6 locations and over 200 attorneys nationwide. The firm was founded with deep roots in real estate and has expanded to grow prominent practices across corporate, tax, and...
-
Real Estate Attorney
1 week ago
Los Angeles, United States Permanent Placements LLC Full timeReal Estate Attorney (3-5 years)Locations: Los Angeles, CASalary Range: $225,000 to $275,000Admission: CaliforniaClient Size: 400+Client Description: Our client is an Am Law Firm with 6 locations and over 200 attorneys nationwide. The firm was founded with deep roots in real estate and has expanded to grow prominent practices across corporate, tax, and...
-
Real Estate Attorney
14 minutes ago
Los Angeles, United States Permanent Placements LLC Full timeReal Estate Attorney (3-5 years)Locations: Los Angeles, CASalary Range: $225,000 to $275,000Admission: CaliforniaClient Size: 400+Client Description: Our client is an Am Law Firm with 6 locations and over 200 attorneys nationwide. The firm was founded with deep roots in real estate and has expanded to grow prominent practices across corporate, tax, and...
-
Real Estate Litigation Attorney
3 weeks ago
Los Angeles, United States Gomez Law, APC Full time $115,000 - $135,000Litigation Attorney (Join the Fastest-Growing Real Estate Law Firm in LA)!Embark on an extraordinary journey with one of LA's fastest-growing real estate law firms. We seek attorneys who strive for excellence and innovation, aligning with our core values of Leadership, Empathy, and Continuous Improvement. Our unparalleled expertise covers a broad...
-
Real Estate Agent
3 weeks ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in El Segundo, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a...
-
Real Estate Agent
2 weeks ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in El Segundo, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a...
-
Financial Advisor
3 weeks ago
Los Angeles, United States Leah Yosef International Full timeFull Service Multi-Family Office Overview Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership. Highlights High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax...
-
Los Angeles, CA, United States Food Management Search Full timeTax Manager Exceptional career opportunity for a current US based CPA firm Tax Manager, to join a very successful, well established firm offering short term partnership potential. Hybrid work environment. Very reasonable work life balance. Diverse industries of closely held clients and high net worth individuals. . Will consider candidates out of a...
-
Complex Litigation Associate
4 weeks ago
Los Angeles, United States LHH Full timeLHH Recruitment is assisting an established full-service, elite boutique law firm in Los Angeles with 50+ attorneys in their search for a Mid-Level Complex Litigation Attorney with excellent credentials to join their litigation practice group. This opportunity is best suited for someone who is looking to elevate their career with unparalleled hands-on trial...
-
Complex Litigation Associate
3 weeks ago
Los Angeles, United States LHH Full timeLHH Recruitment is assisting an established full-service, elite boutique law firm in Los Angeles with 50+ attorneys in their search for a Mid-Level Complex Litigation Attorney with excellent credentials to join their litigation practice group. This opportunity is best suited for someone who is looking to elevate their career with unparalleled hands-on trial...
-
Real Estate Agent
3 weeks ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in West LA, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a fast...
-
Real Estate Agent
3 weeks ago
Los Angeles, California, United States Lyon Stahl Investment Real Estate Full timeLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in El Segundo, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas. We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a fast paced, high pressure...
-
Real Estate Contract Attorney
1 week ago
Los Angeles, United States California Law Firm Full timeJob DescriptionJob DescriptionWe are primarily a real estate litigation firm representing investors, entrepreneurs, and lenders within the real estate industry. Some of the clients are institutional types of clients that provide us with a forward flow of business. We are attempting to grow and expand both within California and within the state of Texas....
-
Transactional Real Estate Attorney
2 weeks ago
Los Angeles, United States Direct Counsel Full timeDirect Counsel is seeking a transactional real estate attorney with 4+ years of experience to join one of our great law firm clients. The attorney will support in the firm's real estate transaction matters, particularly leasing and purchase and sale agreements. Experience with respect to design-build and commercial lending is ideal. The firm’s clients...
-
Estate Planner
3 days ago
Los Angeles, California, United States gpac Full timeA prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're currently searching for an attorney with a strong academic background and five or more years of experience drafting, planning and reviewing sophisticated estate plans. The ideal candidate will possess superior communication skills, working with...
-
Estate Planner
3 days ago
Los Angeles, United States gpac Full timeA prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're currently searching for an attorney with a strong academic background and five or more years of experience drafting, planning and reviewing sophisticated estate plans. The ideal candidate will possess superior communication skills, working with...