Estates & Trusts Attorney

Estates & Trusts Attorney Location: Los Angeles, CA Compensation: $200k - $300k Yearly Job Overview: We are seeking a seasoned Estates & Trusts Attorney with a proven track record of over a decade in trusts and estates law. This role is ideal for a highly skilled legal professional who excels at addressing the sophisticated needs of high-net-worth clients, developing comprehensive estate plans, and oHering tailored tax strategies. The successful candidate will possess deep expertise in creating and executing both standard and complex estate planning documents, such as irrevocable trusts, while ensuring seamless integration of estate and income tax considerations. The role requires excellent client management abilities, leadership in client consultations, and consistent collaboration with stakeholders. • Key Responsibilities: • Estate Planning: Draft, review, and execute complex estate planning documents, with a strong emphasis on integrating income and estate tax strategies to protect and optimize client wealth. • High-Net-Worth Clients: Serve the specialized needs of aHluent individuals, advising them on legal strategies to preserve and transfer wealth, minimize tax liabilities, and establish trusts that reflect their financial goals. • Client Consultation & Management: Lead in-person consultations, building long-term, trusted relationships with clients through strategic legal counsel, impeccable attention to detail, and thoughtful planning. • Legal Strategy Development: Collaborate with clients to customize estate plans, trusts, and legal frameworks that address their individual and family needs, with a strong focus on tax eHiciency and asset protection. • Tax Law Expertise: Stay updated on evolving California estate and tax laws, ensuring compliance and proactive planning for clients. Specialize in irrevocable trusts, charitable trusts, and business succession planning. Qualifications: • Experience: Minimum of 10 years of experience in trusts and estates law, with demonstrable expertise in estate planning and tax strategy development. • Bar Admission: Licensed to practice law in the state of California. • Client-Facing Skills: Strong interpersonal and communication skills, with experience in managing relationships with high-net-worth individuals and their financial advisors. • Technical Knowledge: Deep understanding of California and federal estate and tax law, including irrevocable trusts, business succession planning, charitable giving, and other advanced estate planning instruments. • Travel: Ability to travel to Los Angeles several times a week for client meetings and consultations, as required. • Leadership & Initiative: A self-driven professional capable of managing multiple complex cases simultaneously, with excellent organizational and time management skills. • Preferred Qualifications: • LL.M. in Taxation or Certified Specialist in Estate Planning, Trust, and Probate Law. • Experience with philanthropic planning and business succession strategies. • Expertise in cross-border estate planning and familiarity with international tax implications for high-net-worth clients with global assets.