Trusts and Estates and Tax Attorney

Job Overview

A law firm seeks a seasoned Trusts and Estates and Tax Attorney with at least 10 years of experience in advising high net worth individuals and families in estate and tax planning, located in Pasadena, CA. The role involves designing, drafting, and implementing estate plans, as well as providing tax analysis and advice.

Duties

• Advise clients on estate and tax planning strategies.
• Design and draft comprehensive estate plans.
• Administer trusts and probate matters.
• Conduct tax analysis and provide advice.
• Manage real property transfers and distributions.
• Supervise junior attorneys and support staff.

Requirements

• Minimum 10 years of relevant legal experience.
• Experience with fiduciary taxation and accounting.
• Knowledge of estate and gift taxes preferred.
• Experience in succession planning for family businesses.
• Ability to work independently and manage client matters.

Education

• Juris Doctor (JD) degree required.

Certifications

• Bar admission in the state of California.

Skills

• Strong analytical and drafting skills.
• Excellent communication and interpersonal abilities.
• Proficiency in fiduciary accounting and taxation.

Benefits

• Competitive compensation based on experience.
• Dynamic and collegial work environment.

This firm has a sophisticated and diverse practice, serving individuals and family owned businesses as well as serving as general or special counsel to many entities. This firm has an active recruitment program designed to locate and hire the best-qualified law student and attorney candidates, but they also hire lawyers laterally from other firms to address specific hiring needs. The firm focuses primarily on three practice areas: business, litigation and trust/estate planning, and the lawyers devote significant amounts of time to professional activities, including the local, state and national bar associations. In beautiful downtown Pasadena, this firm offers compensation on a par with other similar firms in the market and billable hours that are average for similar firms.