Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks an experienced Estate and Tax Planning Attorney in Monrovia, California. This role is perfect for a detail-oriented legal professional skilled in providing comprehensive estate planning and tax strategies to achieve client objectives. The attorney will work with high-net-worth individuals, families, and businesses to create customized plans while ensuring legal compliance.

Duties

• Advise clients on estate planning strategies, including wills, trusts, and asset protection.
• Develop tax planning strategies to minimize liabilities and ensure compliance.
• Draft and review estate planning documents such as trusts, powers of attorney, and advanced healthcare directives.
• Represent clients in probate and trust administration matters.
• Conduct legal research on complex estate and tax issues.
• Provide counsel to high-net-worth individuals and business owners on wealth transfer planning.
• Collaborate with financial advisors, accountants, and other professionals to coordinate comprehensive planning strategies.
• Maintain strong client relationships through clear communication and personalized service.

Requirements

• 5 years of experience in estate and tax planning law.
• In-depth knowledge of federal and California state tax laws and estate planning regulations.
• Strong drafting, analytical, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple client matters simultaneously.
• Proven experience working with high-net-worth individuals and complex estate planning cases.

Education

• Juris Doctor (JD) degree from an accredited law school.
• An advanced degree in taxation (LL.M.) is preferred but not required.

Certifications

• Must be licensed and in good standing with the California State Bar.
• Certification in Estate Planning, Trust and Probate Law (optional but preferred).

Skills

• Expertise in estate planning, tax planning, and probate administration.
• Strong communication and negotiation skills.
• Proficiency with legal research platforms and case management systems.
• Ability to work collaboratively with clients and professional advisors.
• Strategic thinking and a client-focused approach.

Benefits

• Comprehensive health, dental, and vision insurance plans.
• Retirement plan options.
• Paid time off and recognized holidays.
• Continuing legal education and professional development opportunities.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306