Trust & Estates Attorney

Estate Planning & Business Attorney

A well-established law firm in Ventura County is seeking an experienced Estate Planning & Business Attorney to join its sophisticated Trusts & Estates practice. This is an excellent opportunity for an attorney with advanced estate planning and tax experience who enjoys working with high-net-worth individuals, families, business owners, and fiduciaries.

The ideal candidate will have an LL.M. in Taxation or comparable tax experience and a strong background in sophisticated estate planning, wealth transfer strategies, business succession planning, and trust and estate administration.

The Opportunity

• Design and implement sophisticated estate planning strategies for high-net-worth individuals and families.
• Draft complex estate planning documents, including wills, revocable and irrevocable trusts
• Advise closely held business owners on business succession, wealth transfer, and tax-efficient planning strategies.
• Counsel clients, families, private foundations, fiduciaries, and other professional advisors on complex estate and tax matters.
• Advise clients on federal and state income, estate, gift, and generation-skipping transfer tax matters.
• Assist with estate and trust administration and coordinate with outside CPAs and other professional advisors.
• Opportunity to develop and grow a portable book of business.

Qualifications

• J.D. from an accredited law school.
• Active membership and good standing with the California state bar.
• 5+ years of sophisticated estate planning and tax-oriented experience preferred.
• LL.M. in Taxation strongly preferred; comparable tax experience, including CPA experience, will be considered.
• Advanced knowledge of estate planning techniques, trust and estate administration, and federal and state tax law.
• Experience advising closely held business owners and business succession planning preferred.
• Excellent drafting, analytical, and problem-solving skills.
• Ability to apply complex tax concepts to sophisticated client situations.
• Strong attention to detail and ability to manage a substantial and varied caseload.

Compensation & Benefits

• Additional billable-hour and discretionary bonus opportunities
• Hybrid work flexibility
• Medical, dental, and vision insurance
• Life insurance
• 401(k) with firm matching and profit-sharing opportunities
• Paid time off
• Professional development opportunities

Why This Opportunity

This is an opportunity to join a respected, full-service law firm with a sophisticated client base and a strong commitment to developing its Trusts & Estates practice. To learn more or to apply, reach out to View email address on click.appcast.io.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.