Trusts and Estates and Tax Attorney

Profile

Job Overview

A law firm seeks a seasoned Trusts and Estates and Tax Attorney with at least 10 years of experience in advising high net worth individuals and families in estate and tax planning, located in Pasadena, CA. The role involves designing, drafting, and implementing estate plans, as well as providing tax analysis and advice.

Duties

• Advise clients on estate and tax planning strategies.
• Design and draft comprehensive estate plans.
• Administer trusts and probate matters.
• Conduct tax analysis and provide advice.
• Manage real property transfers and distributions.
• Supervise junior attorneys and support staff.

Requirements

• Minimum 10 years of relevant legal experience.
• Experience with fiduciary taxation and accounting.
• Knowledge of estate and gift taxes preferred.
• Experience in succession planning for family businesses.
• Ability to work independently and manage client matters.

Education

• Juris Doctor (JD) degree required.

Certifications

• Bar admission in the state of California.

Skills

• Strong analytical and drafting skills.
• Excellent communication and interpersonal abilities.
• Proficiency in fiduciary accounting and taxation.

Benefits

• Competitive compensation based on experience.
• Dynamic and collegial work environment.

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