Trust & Estates 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 aor to apply, reach out to dan.krieger@gogpac.com