Estate Planning Attorney Job in Irvine, CA Near Me - 326871 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location California - Irvine

Job ID RZC2326871

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 15 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and EstatesLitigation - Trusts & EstatesProbateEstate & Tax PlanningElder LawLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2024-04-24 05:57:14

A law firm in Irvine, CA, is seeking an Estate Planning Attorney with 5-15 years of experience to work on foundational estate planning. The candidate will be responsible for highly customized drafting of estate planning documents, advising clients on trust design and structure, conducting research on

estate and tax issues, and evaluating and coordinating template documents and procedures.

 

Job Duties:

  • Draft highly customized foundational estate planning documents.
  • Meet with and advise clients on the design and structure of revocable living trusts.
  • Research estate planning and tax issues.
  • Evaluate and coordinate/update template documents, letters, and procedures.
  • Interact comfortably with clients and management, demonstrating strong interpersonal skills.
  • Adapt and multi-task in a fast-paced environment, responding to client demands.
  • Work both independently and as part of a team.

 

Requirements:

  • Juris Doctor (J.D.) degree from an accredited law school.
  • Member in good standing of the California Bar.
  • 5-15 years of estate planning experience.
  • Strong drafting skills and attention to detail.
  • Strong knowledge of estate and gift tax.
  • LLM or strong background in tax law preferred.
  • Broad knowledge of corporate matters affecting closely held companies helpful.

 

Education:

Juris Doctor (J.D.) degree from an accredited law school.

 

Certifications:

Member in good standing of the California Bar.

 

Skills:

  • Strong drafting skills and attention to detail.
  • Ability to research estate and tax issues effectively.
  • Interpersonal skills for client interaction and management.
  • Adaptability and flexibility in a fast-paced environment.
  • Ability to work independently and as part of a team.

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.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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