Trust & Estate Attorney

Orange County, NC - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Job title: Trust & Estate Attorney

Location: Orange CA

Salary:$170000 - $190000/year

Job Type: Full-Time Direct Hire 100% Onsite (Monday Friday)

Position Overview
We are seeking aTax & Estate Attorneywith approximately35 years of experiencein advanced estate planning trust and estate taxation and administration matters. This role supports high-net-worth clients and offers strong long-term career growth and professional development opportunities.

Key Responsibilities

Advise clients on advanced estate trust gift and income tax planning strategies
Draft and structure estate planning instruments including:
- Revocable living trusts
- Irrevocable gift trusts
- GRATs IDGTs and SLATs
Manage trust administration for high-net-worth clients
Provide fiduciary guidance and beneficiary communications
Conduct legal research and draft technical tax memoranda
Oversee fiduciary gift and trust tax compliance processes
Handle estate administration including asset identification and transfer coordination
Manage uncontested probate administration matters
Collaborate with CPAs financial advisors and wealth planning professionals
Maintain strong client relationships and deliver high-level client service

Required Qualifications

Juris Doctor (JD) from an accredited law school
Active California Bar admission
Approximately 35 years of experience in:
- Estate planning
- Tax planning
- Trust administration
Experience handling advanced estate and income tax planning
Strong drafting skills across various trust vehicles
Excellent written and verbal communication skills
Ability to manage multiple complex matters simultaneously

Preferred Qualifications

LL.M. in Taxation or Estate Planning
Background in tax-focused legal practice
Experience working with high-net-worth individuals and privately held businesses
Experience forming business entities drafting governing documents and coordinating tax elections (including S-corp elections)

Job title: Trust & Estate AttorneyLocation: Orange CASalary:$170000 - $190000/yearJob Type: Full-Time Direct Hire 100% Onsite (Monday Friday)Position OverviewWe are seeking aTax & Estate Attorneywith approximately35 years of experiencein advanced estate planning trust and estate taxation and admi...