Private Client Trusts & Estates Associate

Loeb & Loeb LLP; Los Angeles (CA); On-site; USD 260,000 - 325,000; Full time

Job summary

Loeb & Loeb LLP in Los Angeles seeks an Associate with 4–7 years of law firm experience in private client trusts and estates. You will handle high-net-worth estate and tax planning, draft complex trusts, and assist with charitable planning and administration.

Ideal candidates show strong drafting, writing and analytical skills, detail orientation, organization, and client-facing abilities. CA bar admission is required; large/mid-size firm experience preferred.

Qualifications

• 4–7 years of law firm experience in private client trusts and estates.
• Knowledge of high-net-worth estate and tax planning.
• Drafts complex trust agreements and handles charitable planning.
• Excellent drafting, writing and analytical skills with strong attention to detail.
• Admission to the CA bar required; large/mid-size firm experience preferred.

Responsibilities

• Draft and negotiate complex trust agreements for high-net-worth clients.
• Provide comprehensive estate and tax planning advice.
• Coordinate estate and trust administration across teams.
• Collaborate with clients and colleagues with strong verbal skills.

Skills

Estate planning

Tax planning

Trust drafting

Education

Juris Doctor (JD) or equivalent

CA Bar admission

Job description

Overview

• The role involves high-net-worth estate and tax planning, drafting complex trust agreements, charitable planning, and estate and trust administration.

Posting details

Loeb & Loeb’s Private Client (Trusts & Estates) Department seeks an Associate with 4-7 years of law firm experience to join its Los Angeles office. The ideal candidate will have knowledge and experience with high-net-worth estate and tax planning, drafting complex trust agreements, charitable planning, and estate and trust administration. Successful candidates will have excellent drafting, writing and analytical skills, accurate and strong attention to detail, high level of organization, strong verbal and interpersonal skills, and ability to manage multiple projects and people. Superior academic credentials and admission to the CA bar are required. Large or mid-size law firm experience preferred.

The salary range that we expect to pay for this position is a minimum of $260,000 and a maximum of $325,000 annually. The actual pay wage may vary based on experience or other relevant factors.