Trust & Estates Associate

Larson Maddox; California; Sur place; USD 150 000 - 210 000; Plein temps

Résumé du poste

Larson Maddox seeks a Trusts & Estates Associate to work with high-net-worth individuals, families, trustees, and fiduciaries on sophisticated estate planning and wealth transfer matters.

The ideal candidate will advise on estate, gift, trust, and tax planning, and handle trust and estate administration. This role offers significant client interaction, mentorship, and long-term private wealth practice development.

Qualifications

• J.D. from an accredited law school.
• Active bar admission in California.
• 3-8+ years of Trusts & Estates experience preferred.
• Experience drafting sophisticated estate planning documents.
• Familiarity with trust and estate administration and probate matters.
• Strong understanding of estate, gift, and fiduciary income tax concepts.
• Excellent writing, drafting, analytical, and communication skills.
• Ability to manage client relationships and work independently.
• LL.M. in Taxation is a plus, but not required.

Responsabilités

• Advise high-net-worth individuals and families on estate planning strategies.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related estate planning documents.
• Counsel clients regarding wealth preservation, gift and estate tax planning, business succession planning, and charitable giving strategies.
• Assist with trust and estate administration matters, including probate proceedings and fiduciary accountings.
• Work with trustees, executors, beneficiaries, and family offices on complex fiduciary issues.
• Conduct legal research and analysis involving estate, gift, fiduciary income, and generation-skipping transfer tax matters.
• Collaborate with attorneys across corporate, tax, real estate, and business succession planning matters.
• Participate in client development and relationship management initiatives.

Connaissances

Estate planning

Client relations

Tax concepts

Legal research

Wills & trusts

Formation

J.D. required

Description du poste

A highly regarded and growing private client practice is seeking a Trusts & Estates Associate to join its team. This is an excellent opportunity for an attorney looking to work closely with high-net-worth individuals, families, business owners, trustees, and fiduciaries on sophisticated estate planning and wealth transfer matters.

The ideal candidate will have experience advising clients on estate, gift, trust, and tax planning matters, as well as trust and estate administration. The role offers significant client interaction, mentorship, and the opportunity to develop a long-term private wealth practice.

Responsibilities

• Advise high-net-worth individuals and families on estate planning strategies
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related estate planning documents
• Counsel clients regarding wealth preservation, gift and estate tax planning, business succession planning, and charitable giving strategies
• Assist with trust and estate administration matters, including probate proceedings and fiduciary accountings
• Work with trustees, executors, beneficiaries, and family offices on complex fiduciary issues
• Conduct legal research and analysis involving estate, gift, fiduciary income, and generation-skipping transfer tax matters
• Collaborate with attorneys across corporate, tax, real estate, and business succession planning matters
• Participate in client development and relationship management initiatives

Qualifications

• J.D. from an accredited law school
• Active bar admission in California
• 3-8+ years of Trusts & Estates experience preferred
• Experience drafting sophisticated estate planning documents
• Familiarity with trust and estate administration and probate matters
• Strong understanding of estate, gift, and fiduciary income tax concepts
• Excellent writing, drafting, analytical, and communication skills
• Ability to manage client relationships and work independently
• LL.M. in Taxation is a plus, but not required