Estate Planning Attorney

This role centers on estate planning for high-net-worth clients, from designing and drafting plans to structuring advanced wealth-transfer strategies and advising on gift, estate and generation-skipping transfer tax matters. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Estate Planning Attorney, High-Net-Worth Clients, Advanced Wealth-Transfer Strategies

This Jobot Job is hosted by: Cam Strahm
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $250,000 per year

A bit about us:

We are a legal practice focused on estate planning for high-net-worth clients. Our work centers on advanced wealth-transfer strategies for individuals and families with complex estates. This is detailed, sophisticated planning work, carried out alongside the other advisors our clients rely on.

Why join us?

• Estate planning work for high-net-worth clients.
• Advanced wealth-transfer strategies as a core part of the practice.
• Billable expectations discussed openly in the first conversation.

Job Details

This role centers on estate planning for high-net-worth clients, from designing and drafting plans to structuring advanced wealth-transfer strategies and advising on gift, estate and generation-skipping transfer tax matters. You will also counsel clients directly and work alongside their CPAs, wealth advisors and appraisers.

Key Responsibilities:

• Design and draft estate plans for high-net-worth clients
• Structure advanced wealth-transfer strategies, including GRATs, IDGTs, SLATs, ILITs and FLPs
• Advise clients on gift, estate and generation-skipping transfer tax planning
• Prepare Forms 706 and 709
• Counsel clients on their estate plans
• Manage trust and estate administration matters
• Advise on charitable planning and family foundations
• Handle business succession planning
• Address California community property and Prop 13 issues
• Coordinate with clients' CPAs, wealth advisors and appraisers

Needed:

• Experience in high-net-worth estate planning and drafting
• Strong background in advanced wealth-transfer strategies (GRATs, IDGTs, SLATs, ILITs, FLPs)
• Experience in gift, estate and GST tax planning
• Proven ability to prepare Forms 706 and 709

Nice to have:

• Trust and estate administration experience
• Charitable planning and family foundations experience
• Business succession planning experience
• Familiarity with California community property and Prop 13 issues

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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