Estate Planning Attorney Job at Get It - Finance, Lake Forest, CA

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  • Get It - Finance
  • Lake Forest, CA

Job Description

Estate Planning Attorney

About the Firm:
We are a well-established law firm specializing in charitable planning, tax, estate law, and related areas. Our team is dedicated to providing top-tier legal services to individuals, families, and organizations seeking strategic estate planning and tax solutions. We pride ourselves on our client-focused approach, ensuring personalized and effective legal strategies tailored to each client's unique needs.

Why Join Us?
- Competitive salary: $140,000 - $195,000 per year
- Comprehensive medical benefits
- 401(k) retirement plan
- Generous paid time off (PTO)
- Supportive and collaborative work environment

Job Overview:
We are seeking a skilled and motivated Estate Planning Attorney to join our team. In this role, you will handle a variety of estate planning matters, including wills, trusts, estate tax, gift tax, and corporate law issues. You will work closely with high-net-worth individuals and families, providing strategic legal guidance to ensure their estate planning goals are met in compliance with all applicable laws and regulations.

Key Responsibilities:
- Provide expert legal counsel on estate planning matters, including wills, trusts, estate tax, gift tax, and charitable giving strategies.
- Develop and implement comprehensive estate plans for clients, aligning with their long-term financial and personal objectives.
- Collaborate with financial advisors, accountants, and other professionals to ensure a holistic approach to estate planning.
- Stay up to date on changes in estate planning, tax, and corporate law to provide clients with informed and effective legal strategies.
- Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.
- Advise on corporate legal matters, including mergers and acquisitions, corporate governance, and related business transactions.
- Represent clients in legal proceedings when necessary.

Qualifications:
- Juris Doctor (JD) degree from an accredited law school.
- Admission to the state bar.
- 1-5 years of experience in estate planning, with a strong understanding of estate tax, gift tax, and corporate law.
- LLM in Estate Planning or Tax (preferred but not required).
- Proven ability to develop and implement estate plans for high-net-worth individuals and families.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong interpersonal and communication skills, with the ability to build lasting client relationships.
- High level of professionalism, ethical integrity, and attention to detail.
- Experience in the healthcare industry is a plus but not required.

If you are a dedicated legal professional looking to make a meaningful impact in estate planning, we encourage you to apply. We look forward to connecting with you!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year

Job Tags

Full time,

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