Estate Planning Attorney (Mid-Senior Level)

The Mid-Senior Estate Planning Attorney will play a key role in the drafting and technical execution of sophisticated estate plans for high-net-worth clients. The ideal candidate will work closely with Shareholders to translate client objectives into well-structured, high-quality estate planning documents, independently analyze clients' assets and structures, anticipate potential issues, and suggest improvements to the plan during the drafting process.

KEY RESPONSIBILITIES

Collaborate with Shareholders to understand client objectives and implement estate plans by drafting tailored documents. Draft complex estate planning instruments, including all types of irrevocable trusts and transactional documents related to clients' wealth transfer planning (promissory notes, purchase agreements, etc.), with custom drafting of client-specific trusts and trust provisions. Critically analyze estate planning structures and identify potential tax or administration issues, suggesting improvements when appropriate. Support trust and estate administration matters as needed by drafting necessary documents and court petitions (experience drafting petitions is a plus, but not a requirement). Analyze client financial information and asset structures to ensure proper implementation of estate plans. Conduct legal research and prepare memoranda on state and federal tax issues, as well as California trust and probate issues.

QUALIFICATIONS

J.D. from an accredited law school; active California Bar membership required. Minimum 5 years of experience in estate planning drafting, trust, and estate administration. LL.M. in Taxation or State Bar specialization in Estate Planning, Trust & Probate Law preferred. Strong knowledge of federal estate, gift, and generation-skipping tax laws. Knowledge of fiduciary income tax laws is a plus, but not required. Excellent drafting, analytical, and technical execution skills. Ability to independently manage complex drafting projects and competing deadlines. We are open to hiring estate planning drafters outside California, provided they are admitted and in good standing with the California State Bar. #J-18808-Ljbffr Weinstock Manion