Senior Estate Planning Attorney

Profile

Job Overview

A distinguished law firm is seeking a highly experienced Senior Estate Planning Attorney to join its team in Irvine, CA. The position involves managing all stages of estate planning and trust administration, advising high-net-worth clients on wealth transfer strategies, and collaborating with a team to deliver exceptional legal services.

Location

• Irvine, CA

Duties

• Manage all stages of estate planning and trust administration.
• Conduct client intake and provide ongoing client management.
• Draft, review, and modify estate planning documents, including trusts, wills, powers of attorney, advanced directives, and funding documents.
• Advise on wealth transfer and asset protection strategies for high-net-worth clients.
• Implement strategies for minimizing estate and income tax liabilities and mitigating risk.
• Apply knowledge of Proposition 13 and related statutes concerning real property transfers.
• Prepare and review technical memoranda on estate tax issues.
• Handle complex estate planning matters in consultation with the estate planning team.
• Research client issues, analyze options, and propose effective courses of action.
• Supervise and review the work of paralegals and legal assistants.
• (Preferred) Represent clients in court appearances.
• Evaluate fraudulent transfer and voidable transaction issues related to estate planning.
• (Preferred) Provide assistance with corporate matters.

Requirements

• Minimum of 7 years of experience in estate planning and trust administration.
• Proficiency in Microsoft Office.
• Experience in corporate matters and court appearances is advantageous.
• Foreign language skills are a plus.

Education

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

Certifications

• Active membership in the California State Bar.

Skills

• Strong drafting and analytical skills.
• Familiarity with Proposition 13 and related real property statutes.
• Effective team collaboration and client management abilities.
• Supervisory skills to manage paralegal and assistant work.
• Research proficiency to analyze legal issues and propose solutions.

Benefits

• Robust benefits package.
• Flexible work hours.
• Collegial and communicative workplace atmosphere.
• Book of business preferred but not required.

Company info

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