Estate Planning Attorney

A law firm seeks an experienced Estate Planning Attorney to join its Trusts & Estates group in San Diego, CA. This hybrid position is ideal for an attorney with a minimum of 10 years of focused California trusts and estates experience. The firm is recognized for its expertise in managing complex estate plans, trust and estate administrations, and business succession strategies tailored to meet the unique needs of clients nationwide.

Duties:

• Draft and prepare comprehensive estate planning documents, including wills, trusts, and powers of attorney.
• Handle estate administration, ensuring compliance with California laws and regulations.
• Prepare and review complex estate tax returns, gift tax returns, and trust income tax returns.
• Collaborate with a team of attorneys and paralegals on estate planning, tax planning, and probate matters.
• Conduct in-depth legal research, including tax-related inquiries, to support client needs.
• Provide exceptional client service, particularly to high-net-worth individuals and families.
• Maintain meticulous attention to detail throughout all aspects of case management.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Active member of the California State Bar with solid practice credentials.
• Minimum of 10 years of dedicated experience in estate planning and administration within California.
• LL.M. in Taxation or Estate Planning is strongly preferred; extensive relevant experience may substitute for the degree.
• Proven experience working with complex estate matters and high-net-worth clients.
• Strong initiative, with a commitment to teamwork and client-focused service.

Education:

• JD from an accredited institution.

Certifications:

• Licensed to practice law in California.

Skills:

• Excellent research and writing abilities.
• Strong technical skills in estate and trust planning.
• High level of organizational skills and attention to detail.
• Ability to manage complex legal matters effectively and efficiently.

Location: San Diego, California (Hybrid work setting)

Benefits:

• Relocation assistance available.
• Professional development support throughout your career.
• Collaborative work environment fostering continuous learning and growth.

This position provides a unique opportunity for a seasoned attorney to further their career within a reputable firm while making a meaningful impact on clients' lives. If you are ready to join a team of dedicated professionals, we encourage you to apply.

With experience on the regional and national scale, this Ohio law firm specializes in commercial transactions and litigation. The Intellectual Property and Commercial Litigation have been recognized as a top law firm. Not only are they well known for the areas they excel in, but they also ensure that they provide the highest quality of service to each client. This firm has been ranked over the past decade in at least one or multiple areas each year: Intellectual Property, Commercial Litigation, Construction, Bankruptcy and Restructuring.