Tax and Estate Planning Attorney

A law firm in Irvine, CA, is seeking a Tax and Estate Planning Attorney to work on foundational and advanced estate planning matters, including highly customized drafting of estate planning documents. The ideal candidate will have 2+ years of estate planning experience, strong drafting skills, and a deep understanding of estate and gift tax laws.

Duties:

• Work on foundational and advanced estate planning matters, including highly customized drafting of estate planning documents.
• Meet with and advise clients on the design and structure of revocable living trusts and irrevocable gift trusts.
• Research estate planning and tax issues to provide comprehensive legal advice.
• Evaluate and update template documents, letters, and procedures related to estate planning matters.
• Collaborate with clients, financial advisors, and other professionals to develop effective estate plans.
• Handle advanced estate and income tax planning matters.
• Stay updated on changes in tax laws and regulations affecting estate planning.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Member in good standing of the California Bar.
• 2+ years of experience in estate planning.
• Strong drafting skills with attention to detail.
• Deep knowledge of estate and gift tax laws.
• Preferably possess an LLM or strong background in tax law.
• A broad understanding of corporate matters affecting closely held companies is helpful.

Education:

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

Certifications:

• Member in good standing of the California Bar.

Skills:

• Strong drafting skills for estate planning documents.
• In-depth understanding of estate and gift tax laws.
• Research proficiency in estate planning and tax issues.
• Ability to communicate effectively with clients and other professionals.
• Attention to detail and ability to work with precision.
• Collaboration skills to develop comprehensive estate plans with a team of professionals.

This Orange County, California firm prides itself in its integrity and peer rated ethical operation. This firm practices in business planning, mergers, acquisitions, income tax planning, estate planning, and in charitable organization law.