Junior Trusts & Estates Associate Attorney

Sheppard; Los Angeles (CA); Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

Sheppard is seeking an attorney specializing in private wealth and trusts for a Los Angeles-based role. The candidate will draft estate planning documents and assist with tax matters, including generation-skipping transfers, while performing legal research and preparing client memos.

You will collaborate with senior attorneys on complex planning strategies, advising global families on wealth management and governance issues in a high-net-worth practice.

Qualifikationen

• Drafting estate plan documents (wills, trusts, powers of attorney, advance directives).
• Assisting with estate, gift, and generation-skipping transfer tax matters.
• Conducting legal research and preparing memoranda on estate, tax, and trust issues.
• Collaborating with senior attorneys on complex planning strategies.

Aufgaben

• Draft estate planning documents and coordinate with clients and families.
• Support estate and gift tax planning and related filings.
• Perform legal research and prepare memoranda on trusts and tax matters.
• Work with partners on advanced planning strategies and client advisories.

Kenntnisse

Estate planning

Tax planning

Legal research

Drafting documents

Collaboration with attorneys

Ausbildung

LL.M. in Taxation

Jobbeschreibung

Overview

• The firm's Private Wealth Services team advises global families on wealth management issues, including US investments and acquisitions, developing tax-efficient investment structures, creating vehicles for investment platforms, advising on co-investment in hedge and equity funds, establishing family offices, and assisting with corporate governance, immigration, and estate planning.
• The Trusts & Estates team focuses on estate and tax planning and estate and trust administration for high-net-worth clients.
• Key responsibilities involve drafting estate plan documents (including wills, trusts, powers of attorney, and advance directives), assisting with estate, gift, and generation-skipping transfer tax matters, conducting legal research, preparing memoranda on estate, tax, and trust issues, and collaborating with senior attorneys on complex planning strategies.
• An LL.M. in Taxation is preferred, but not required.