Estate Planning Attorney

Looking for a great work-life balance and fantastic culture? Find it all at this global investment firm.

This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000 - $175,000 per year

A bit about us:

Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.

Why join us?

• No billable requirement
• Flexible hybrid schedule
• Great work/life balance
• Family first values
• Generous PTO plan with 18 paid holidays plus your birthday
• Medical, dental, vision, and pet insurance
• Firm-sponsored life insurance
• 401k with 4% match
• Profit sharing

Job Details

Responsibilities:

• Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
• Review and summarize trust and key estate planning documents.
• Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
• Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
• Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
• Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
• Advise clients on gifting strategies and rules.
• Stay updated on changes in estate planning laws and regulations.
• Implement and manage estate planning software to assist in estate planning.

Qualifications:

• 5-10 years of experience in estate planning, trust administration, and/or estate administration.
• Probate experience strongly desired.
• Corporate background and/or actual law firm experience would be a plus.
• Strong knowledge of estate tax laws and strategies for tax minimization.
• Ability to provide excellent client service and manage client relationships with professionalism.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.