Estate and Tax Planning Attorney

A law firm in Pasadena, CA, is seeking an experienced Estate and Tax Planning Attorney with over 5 years of advanced planning experience. The ideal candidate will have expertise in estate planning, probate, and trust administration, and will provide high-level legal services to clients in need of complex estate and tax planning strategies.

Duties:

• Advise clients on estate and tax planning strategies, including wills, trusts, and powers of attorney.
• Draft and implement advanced estate planning documents, such as irrevocable trusts, grantor-retained annuity trusts (GRATs), and family limited partnerships (FLPs).
• Assist clients in probate and trust administration, guiding executors, trustees, and beneficiaries through the process.
• Manage all aspects of probate proceedings, including the filing of petitions, accounting, and distribution of assets.
• Provide counsel on minimizing estate, gift, and generation-skipping transfer taxes.
• Coordinate with financial advisors, accountants, and other professionals to ensure a holistic estate planning approach.
• Handle disputes related to probate and trust administration, including contested wills and trust litigation.
• Stay informed on changes in tax laws and regulations that may impact estate planning strategies.
• Regularly communicate with clients to review and update their estate plans as needed.
• Prepare federal and state estate and gift tax returns.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Active member of the California State Bar in good standing.
• Minimum of 5 years of experience in estate and tax planning.
• Advanced planning experience, including drafting complex trust and estate documents.
• Proven experience in probate and trust administration, with the ability to handle the full administration process.
• Strong knowledge of federal and state tax laws related to estate planning.

Certifications:

• Certified Specialist in Estate Planning, Trust & Probate Law (preferred).
• Tax LLM or CPA license (a plus, but not required).

Skills:

• In-depth understanding of estate planning, probate, and tax laws.
• Exceptional drafting and legal writing skills for complex estate planning documents.
• Strong research and analytical skills to address tax and legal issues.
• Ability to manage multiple cases simultaneously while maintaining attention to detail.
• Excellent client communication and relationship-building skills.
• Team player with the ability to collaborate effectively with other professionals in the estate planning process.
• Highly organized and efficient in managing probate and trust administration matters.

Benefits:

• 401(k) retirement plan with employer contributions.
• Contributions to health and dental plans.
• Subsidized gym membership.
• Disability coverage.

This California firm focuses on living trust matters and estate planning, in addition to trust administration, legacy care, and elder law. The firm has been making a name for itself since 2005, and now has 13 offices across Northern and Southern California. If you would like to be part of a growing presence in the Golden State, this firm is one to check out.