Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a junior-level Trusts and Estates Associate Attorney to join its Tax, Trusts and Estates, and Employee Benefits Practice Group in Costa Mesa, CA. The successful candidate will work with high-net-worth clients on estate and tax planning, as well as estate and trust administration.

Duties

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Requirements

• 2-4 years of law firm experience, preferably in estate planning or tax practice.
• Excellent drafting and analytical skills.
• Accurate and strong attention to detail.
• Organized, proactive, and able to manage multiple matters.
• Superior academic credentials.
• Admitted to and a member in good standing of the CA bar.

Education

• LL.M. in Taxation preferred, but not required.

Certifications

• Admitted to the CA bar.

Skills

• Strong drafting and analytical skills.
• Attention to detail and organizational skills.
• Ability to manage multiple matters efficiently.

Benefits

Company info

BCG Attorney Search