Estate Planning Attorney
Socket
EstatePlanning&CorporateAttorney
TalleyLawGroup,LLP|Orange,California
BillableTarget: 1,500-1,600hoursannually
Location: Orange,California
(Full-Time,DirectHire|Hybrid(1/2daysweekinoffice)
AbouttheFirm
Talley,LLP,anditsaffiliatedentities–TalleyLawGroup,LLP(“TLG”),TalleyCapitalGroup,LLC(“TCG”),andTalleyWealthManagement,LLC(“TWM”)(collectively,“Talley”)–isafull-servicefinancial,tax,legal,andconsultingorganizationservingentrepreneuriallydrivenbusinessesandtheirowners.Talleypartnerswithclientsasbusinessadvisors,notjustserviceproviders,constantlyseekinginnovativewaystostrengthentheirbottomline.
Foundedin1989,Talley'smissionistohelpentrepreneuriallydrivenbusinesses,theirowners,andhigh-net-worthindividualsmanagetheirfinancialaffairsandachievetheirbusinessobjectivesprofitablyandefficiently.Ourprofessionalsstrivetobecomeeachclient'sMostTrustedAdvisor(MTA)bydeliveringintegratedsolutionstocomplexfinancial,legal,andoperationalchallenges.
Talley'sservicesincludeauditandassurance,taxcomplianceandplanning,businessconsulting,outsourcedaccountingandCFOservices,andestateplanning,businessplanning,M&A,andtaxlawdeliveredthroughTalleyLawGroup.Talleyisaboutiquefirmwith70+U.S.-basedprofessionalsand20–30offshoreteammembers.HeadquarteredinOrange,CA,thefirmhasgrownrapidlyintoaleadingOrangeCountyprofessionalservicesprovider,builtonaccountability,results,andexceptionalclientservice.
PositionOverview
TalleyLawGroupishiringanEstatePlanning&CorporateAttorneywithapproximately4to6yearsofexperiencewhoisequallycomfortablebuildinganestateplanandsettingupacompany.Therolepairsestate,trust,andgiftplanningwithentityformationandongoingcorporategovernanceforthecloselyheldbusinessesandbusinessownersTalleyserves.Estateplanningisthecorecraft;entityformationandcorporategovernancesupplysteadyvolumeandarewheretheattorneywillspendmoretimewhenplanningworkslows,sothedeskstaysfullyear-round.
Theattorneydraftstheirowndocumentsandmanagestheirownfilings,usingthefirm'sAIandlegaltechnologyplatformsforleverage.Paralegalsupportisavailableforfilings,statementsofinformation,signaturepackages,andadministration,butisreservedforgenuineoverflowratherthanfordelegatingdraftingwork–candidateslookingtosuperviseandmarkupsomeoneelse'sdraftsarenottherightfitforthisrole.Theattorneywillalsoworkdirectlyalongsidethefirm'sCPAsonScorporationelections,entityclassificationelections,andfiduciaryandgiftfilings,ratherthanreferringthatworkout.
KeyResponsibilities
EstatePlanning
- Adviseonmoderatetoadvancedestate,trust,gift,andincometaxplanningstrategies,includingwealth-transferstructuring,businesssuccessionplanning,andtax-efficiententitystructuring.
- Draftandstructurerevocablelivingtrusts,irrevocablegifttrusts,andadvancedtransferinstruments,includingGRATs,IDGTs,andSLATs.
- Managetrustadministrationmattersforhigh-net-worthclients,includinginterpretationoftrustterms,fiduciaryguidance,andbeneficiarycommunications.
- Conductlegalresearchandpreparetechnicalmemorandaontaxandestateissues.
- Coordinatewiththefirm'staxgrouponfiduciary,gift,andestatetaxfilings;directreviewofthosereturnsiswelcomedandwouldbeputtouse,butisnotrequired.
- Handleestateadministration,includingidentifying,validating,andcoordinatingthetransferofbeneficiary-designatedandjointlytitledassets.
- Manageuncontestedprobateadministrationmatters,includinginterpretationofwillterms,intestatestatutes,fiduciaryguidance,andbeneficiarycommunications,incollaborationwithfinancialadvisors,CPAs,andotherprofessionalsimplementingintegratedwealth-planningstrategies.
Corporate&EntityWork
- Formentitiesfromstarttofinish,includingnameclearance,articlesandcertificatesofformation,statementsofinformation,EINapplications,andinitialorganizationaldocuments.
- Draftthegoverningdocumentsthatfollowformation,includingoperatingagreements,bylaws,shareholderandbuy-sellagreements,andmembershipandstocktransferinstruments.
- Prepareandmaintaincorporategovernancerecords,includingorganizationalandannualminutes,writtenconsents,resolutions,officerandmanagerappointments,andunitandshareledgers.
- Handleentitymaintenanceandcleanup,includingamendments,restatements,conversions,foreignqualifications,dissolutions,andremediationofgapsinaclient'scorporaterecord.
- Coordinateentitytaxelectionswiththefirm'staxgroup,includingScorporationelections,entityclassificationelections,andlateelectionrelief.
AcrossBothPracticeAreas
- Ownmattersendtoend,includingfilings,signaturepackages,andfilecloseout,withparalegalsupportreservedforgenuineoverflowratherthandelegateddrafting.
- Usethefirm'sAIplatformandlegaltechnologytodraft,review,andmovevolume,andcontributetothetemplatesandworkflowsthedepartmentrunson.
- Maintainstrongclientrelationships,deliverclearcommunication,andensureahigh-touchclientexperiencethroughouttheplanningandadministrationprocess.
RequiredQualifications
- JurisDoctor(JD)fromanaccreditedlawschool.
- CaliforniaBaradmissionrequired.
- Approximately4to6yearsofexperiencespanningestateplanningandbusinessentitywork,includingtrustdrafting,trustadministration,entityformation,andcorporategovernance.
- Demonstratedabilitytoworkonmoderatetoadvancedestateandincometaxplanningmatters,andexperiencedraftingandstructuringawiderangeoftrustvehicles.
- Experiencedraftingentityformationandgovernancedocuments,includingoperatingagreements,bylaws,minutes,resolutions,andwrittenconsents.
- Atrackrecordofrunningmattersindependentlywithoutadedicatedparalegal,includingpreparingfilings,assemblingsignaturepackages,andmanagingclientdeadlines.
- WorkingfluencywithlegaltechnologyandAI-assisteddraftingandreviewtools,andawillingnesstoadoptthefirm'splatforms.
- Strongwrittenandverbalcommunicationskills,withconfidenceinteractingwithhigh-net-worthclients.
- Highattentiontodetailandtheabilitytomanagemultiplecomplexmatterssimultaneously.
PreferredQualifications
- LL.M.inTaxationorEstatePlanning.
- Strongbackgroundintaxlawand/orpriorexperienceinatax-focusedlegalpractice - candidateswhoenjoythetaxsideofthisworkwillfindmoreofitherethanatastandalonelawfirm.
- Experienceinalawfirmenvironmentservinghigh-net worthindividualsandprivatelyheldbusinesses,ideallyatasmallorboutiquefirm.
- Comfortreadingfiduciary,gift,estate,andpass-throughtaxreturns,includingForms1041,709,706,1120-S,and1065.Preparingthesereturnsisnotrequired,buttheabilitytoreadoneandspottheissuewillbeusedoften.
- Priorexperiencehandlingone'sowndrafting,filings,andclientcommunicationina CPAfirmsetting
- Prioruseofdocumentautomation,entitymanagement,orAI-assistedlegalsoftware.
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