Estate Planning Attorney

Job Overview

A reputable law firm specializing in business and construction law is seeking an experienced Estate Planning Attorney to join its San Diego office. The ideal candidate will have extensive experience in California trusts and estates, providing sophisticated estate planning, trust administration, and business succession services for high-net-worth clients. Flexible scheduling and reduced hours will be considered for qualified applicants.

Location

• San Diego, CA

Duties

• Draft, prepare, and review complex estate planning documents

• Manage estate and trust administration matters

• Provide tax planning advice, including estate and gift tax considerations

• Prepare and review estate tax returns, gift tax returns, and trust income tax returns

• Collaborate with attorneys and paralegals on legal strategies and case management

• Deliver exceptional client service with personalized legal solutions

• Conduct tax research and apply findings to legal matters

Requirements

• Minimum of 10 years of California-based experience in estate planning and estate administration

• Solid knowledge of California trusts and estates law

• Experience working with complex, high-net-worth clients

• Strong technical skills in estate and trust planning

• Excellent research, writing, and analytical abilities

• Commitment to exceptional client service

• High attention to detail and ability to manage multiple tasks

Education

• Juris Doctor (JD) degree from an accredited law school

• LL.M. in Taxation or Estate Planning preferred (extensive experience may substitute for LL.M.)

Certifications

• Active membership in the California State Bar with good standing

Skills

• Proficiency in drafting complex estate planning documents

• Expertise in estate, gift, and trust income tax matters

• Effective collaboration and teamwork abilities

• Strong client communication and relationship management skills

Benefits

• Relocation assistance available

• Ongoing professional development support

• Flexible work arrangements with hybrid options

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.