We are looking for a dedicated Attorney to join a respected and established Trusts & Estates group in Roseville, California. This role focuses on estate planning, trust administration, and probate for high-net-worth individuals, families, and privately held businesses. The ideal candidate will have a passion for wealth preservation and tax planning, with a client-centered approach to legal services. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.
Responsibilities:
- Draft and review estate planning documents, including wills, revocable living trusts, and powers of attorney.
- Assist in creating advanced planning structures like irrevocable grantor trusts and retained interest trusts under partner supervision.
- Manage trust administration and probate matters, including asset distribution and preparation of court filings.
- Collaborate with clients’ advisors, such as CPAs and financial planners, to address tax and business succession issues.
- Conduct legal research and prepare detailed analyses on estate planning, tax, and property tax matters.
- Communicate complex legal concepts clearly to clients, ensuring they understand all aspects of their estate plans.
- Ensure compliance with deadlines and legal requirements in all matters handled.
- Provide high-quality legal counsel while maintaining professionalism and discretion.
- Participate in team discussions to develop strategies for complex cases.
- Stay updated on changes in estate planning and tax laws to provide informed advice.
- Juris Doctor (J.D.) degree from an accredited law school and active membership with the State Bar of California.
- At least 3 years of experience in estate planning, trust administration, probate, or related tax issues preferred.
- Ability to manage multiple cases independently while meeting deadlines.
- Strong drafting skills with attention to detail in all legal documentation.
- Excellent verbal and written communication skills, capable of simplifying complex legal concepts for clients.
- Commitment to providing exceptional client service and building trusted relationships.
- Strong attention to detail and sound judgment suitable for working with high-net-worth individuals and family-owned businesses.
- Familiarity with tax issues related to estate planning, including estate, gift, and income taxes.