Senior Trusts & Estates Attorney
Kapital Data Corp
Los Angeles, CA
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JOB DETAILS
SKILLS
Attorney, Business Plan, Communication Skills, Estate Planning, Family Planning, Fiduciary, High Net Worth, Interpersonal Skills, Legal, Strategic Planning, Succession Planning, Tax Accounting, Tax Planning, Tax Reporting, Writing Skills
LOCATION
Los Angeles, CA
POSTED
30+ days ago
Locations: Los Angeles, Orange County, or San Francisco
Position Overview:
The ideal candidate will have extensive experience advising high-net-worth individuals and families on sophisticatedestate planning and trust administration matters. This attorney will handle all aspects of complex estate planning, including the design, drafting, and implementation of revocable and irrevocable trusts, as well as related tax planning strategies.
Key Responsibilities
Provide counsel on advanced estate and tax planning strategies for high-net-worth clients.
Draft a full range of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related agreements.
Manage all aspects of trust administration, including fiduciary compliance, distributions, and tax reporting.
Coordinate with tax professionals and fiduciaries to ensure effective estate and tax planning outcomes.
Advise clients on wealth transfer techniques, charitable planning, and business succession matters.
Qualifications
Juris Doctor (J.D.) from an accredited law school.
Admission to the State Bar of California (required).
10+ years of experience in trust administration and estate planning for high-net-worth clients.
Proven ability to draft sophisticated estate planning documents.
Excellent academic credentials and strong written, interpersonal, and communication skills.
Large law firm experience and an LL.M. in Taxation are strongly preferred.
About the Company
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