Job Details

Our client is seeking a Trust and Estate Planning Attorney.

Position Overview

The ideal candidate will have 2–5 years of substantive experience in probate, trust administration, and estate and income tax planning. This role involves working closely withhigh-net-worth clients to design and implement comprehensive estate and gifting strategies.

Key Responsibilities

• Advise high-net-worth individuals and families on estate, gift, and generation-skipping transfer (GST) tax planning strategies
• Draft sophisticated estate planning documents independently
• Represent trustees, executors, heirs, and beneficiaries in probate and trust administration matters
• Manage trust and estate administrations from start to finish, including post-mortem matters
• Counsel clients on tailored estate planning and gifting strategies
• Collaborate with clients and their external advisors (e.g., financial advisors, accountants)
• Prepare and/or review estate and gift tax returns
• Conduct legal research and stay current on evolving tax laws
• Oversee client matters, ensuring deadlines, communication, and deliverables are handled efficiently

Desired Qualifications & Skills

• 2–5+ years (minimum 3 preferred) of experience in estate planning and trust administration for taxable estates
• Strong technical knowledge of estate, gift, and GST tax planning
• Experience working with high-net-worth or ultra-high-net-worth clients
• Ability to independently manage complex projects and client relationships
• Proven organizational and time management skills, with the ability to handle a busy practice
• Strong interpersonal skills with a client-focused, solutions-oriented approach
• Demonstrated initiative, resourcefulness, and attention to detail
• Interest in mentoring junior team members and contributing to team development
• Commitment to continuous learning and professional growth

Education & Credentials

• Juris Doctor (JD) from an accredited law school
• Active member in good standing with the California Bar
• LL.M. in Taxation (preferred)