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Estate Planning Attorney

BCG Attorney Search

Job Overview A law firm seeks an attorney with expertise in high-net-worth estate planning to join its Indian Wells, California office. The candidate should have six to fifteen years of experience in estate planning, with a focus on complex matters for high-net-worth individuals. This role offers the opportunity to work alongside a senior attorney and manage a diverse client base. Duties Draft revocable and irrevocable trusts with generation-skipping transfer tax provisions. Advise on ILITs, CRTs, and FLPs. Provide guidance on Federal tax laws. Engage in probate and trust administration. Assist with business succession planning and formation of business entities. Collaborate with clients' CPAs and other advisors. Requirements Admitted to the California Bar. Six to fifteen years of estate planning experience. Knowledge of Federal and California tax laws. Experience with high-net-worth clients. Education LLM in Tax preferred. Certifications Admitted to CA Bar. Skills Strong understanding of Federal estate tax laws. Ability to work collaboratively with advisors. Detail-oriented and achievement-focused. Benefits 401(k) Dental insurance Disability insurance Health insurance Paid time off Vision insurance #J-18808-Ljbffr BCG Attorney Search

Vacancy posted 5 days ago
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