Private Wealth Associate Attorney

Job Overview: A law firm in Los Angeles, CA, is seeking a skilled Private Wealth Associate Attorney with 2-8 years of experience to join our team. The ideal candidate will have a strong background in sophisticated estate planning, trust and estate administration, estate and gift tax matters, and charitable planning.

Duties:

• Advise clients on estate planning strategies and prepare documents such as wills, trusts, and powers of attorney.
• Handle trust and estate administration, including probate proceedings and trust settlements.
• Guide on estate and gift tax issues, including the preparation of tax returns.
• Assist clients with charitable planning and establishing charitable trusts and foundations.
• Conduct legal research and analysis on complex wealth management issues.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Active member in good standing of the California State Bar.
• 2-8 years of relevant experience in private wealth planning at a law firm.
• Proven experience drafting estate planning documents and handling trust and estate administration.
• Strong understanding of estate and gift tax laws and regulations.

Skills:

• Excellent academic credentials and a record of high achievement.
• Exceptional written and verbal communication skills.
• Client-focused with strong interpersonal skills.
• Ability to manage multiple priorities and deadlines effectively.
• Detail-oriented with strong analytical skills.

Certifications (Preferred):

• Certification in Estate Planning or Taxation (e.g., Certified Specialist in Estate Planning, Certified Trust and Financial Advisor).

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.