Title: Trusts & Estates Attorney
Employment Type: Full Time
Compensation: $275,000–$300,000 base salary
Location: Orange County, CA
Work Model: Office-based
Industry: Legal Services
Position Overview
We are supporting a prominent law firm seeking an experienced Trusts & Estates attorney to join its Orange County practice. This opportunity is intended for a senior attorney with 10+ years of experience advising high-net-worth individuals and families on sophisticated estate planning and trust administration matters.
Key Responsibilities
- Advise high-net-worth individuals and families on complex estate planning, wealth-transfer, and trust-administration matters.
- Draft and revise sophisticated estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and related planning instruments.
- Guide clients through trust administration, fiduciary issues, estate settlement, and related tax considerations.
- Develop practical estate planning strategies tailored to family, business, tax, and succession objectives.
- Collaborate with attorneys across tax, corporate, real estate, and other practice areas on complex client matters.
- Maintain strong client relationships through clear communication, sound judgment, and responsive counsel.
Required Qualifications
- Admission to the State Bar of California and current good standing.
- 10+ years of substantive Trusts & Estates experience.
- Extensive experience with trust administration and sophisticated estate planning for high-net-worth clients.
- Significant drafting experience involving revocable and irrevocable trusts and related estate planning documents.
- Strong legal writing, analytical, interpersonal, and client-management skills.
- Ability to independently manage complex matters while collaborating effectively with other attorneys and professional staff.
Preferred Qualifications
- Prior experience in a large or sophisticated law-firm environment.
- LL.M. in Taxation or comparable advanced tax background.
- Experience advising on advanced transfer-tax, gifting, succession-planning, and family wealth structures.
- Demonstrated ability to manage and grow long-term client relationships.