Trust and Estates Attorney

Profile

Job Overview

A law firm seeks a Trust and Estates Attorney with over five years of estate planning experience to join its team in Irvine, CA. The role involves working directly with clients to design and implement comprehensive estate plans.

Duties

• Draft and review estate planning documents, including trusts, wills, deeds, and powers of attorney.
• Assist with probate and trust administration matters.
• Prepare Form 706 estate tax returns.
• Advise high-net-worth individuals on complex estate tax planning needs.

Requirements

• Experience with high-net-worth clients and complex estate planning.
• International estate planning experience is a plus.
• Fluency in a foreign language, such as Spanish or Vietnamese, is preferred.
• California or Arizona license required, depending on location.
• Tax background (e.g., tax LL.M, CPA) preferred.

Education

• Top-tier academic credentials required.

Certifications

• California or Arizona Bar license.

Skills

• Strong client communication and relationship-building skills.
• Ability to work independently and as part of a team.
• Proficiency in drafting and reviewing legal documents.

Benefits

• Mentorship and professional development opportunities.
• Substantial client contact and opportunity to develop a personal book of business.

Company info

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