Trust & Estate Attorney #ESF2175

ExpertHiring•Orange, CA

11d•Onsite

About The Position

We are seeking a Tax & Estate Attorney with approximately 3–5 years of experience in 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.

Requirements

Juris Doctor (JD) from an accredited law school
Active California Bar admission
Approximately 3–5 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

Nice To Haves

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)

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