Estates & Trusts Attorney – High-Net-Worth Clientele

Estates & Trusts Attorney – High-Net-Worth Clientele

Location: Los Angeles, CA

Compensation: $200,000 - $300,000 Annually

Position Overview:
Norconsulting Healthcare Recruitment is assisting a prestigious law firm in Los Angeles in their search for a highly experienced Estates & Trusts Attorney. This senior-level role requires over 10 years of expertise in trusts and estates law, specializing in estate planning for high-net-worth individuals. This is an exceptional opportunity for an attorney skilled in developing sophisticated estate plans and customized tax strategies for affluent clients.
About the Role:

• The Estates & Trusts Attorney will be responsible for crafting and implementing both standard and complex estate planning documents, including irrevocable trusts and tax-efficient strategies.
• The role emphasizes client relationship management, involving direct consultation and strategic legal planning to safeguard and transfer wealth.

Key Responsibilities:

• Estate Planning: Draft, review, and implement advanced estate planning documents, integrating tax strategies to optimize wealth preservation and reduce tax liabilities for clients.
• Client Relations: Serve high-net-worth clients with specialized legal advice to establish trusts, minimize taxes, and meet their unique financial goals.
• Consultation Leadership: Conduct in-person consultations to foster long-term client relationships through personalized legal counsel, precision, and proactive planning.
• Legal Strategy Development: Collaborate with clients on bespoke estate plans and tax-efficient frameworks tailored to their personal and family needs, with a focus on asset protection.
• Tax Law Expertise: Stay current on California and federal tax laws, specializing in irrevocable trusts, charitable trusts, business succession, and philanthropic planning.

Required Qualifications:

• Experience: Minimum of 10 years in trusts and estates law, with a strong record in estate planning and tax strategy.
• Licensure: Active Bar license in California.
• Client Management Skills: Proven ability to work with high-net-worth individuals, financial advisors, and family offices.
• Technical Expertise: Extensive knowledge of California and federal tax laws, particularly with business succession planning, charitable giving, and cross-border estate planning.

Preferred Qualifications:

• LL.M. in Taxation or Certified Specialist in Estate Planning, Trust, and Probate Law.
• Experience with international tax planning for global assets.
• Expertise in business succession and philanthropic planning.
• This role is ideal for a seasoned Estates & Trusts Attorney with a commitment to providing high-quality, customized legal solutions. Join a top-tier firm and make a lasting impact by protecting and optimizing wealth for high-net-worth clients.