Estate Planning Attorney, High-Net-Worth Clients, Advanced Wealth-Transfer StrategiesThis Jobot Job is hosted by: Cam Strahm
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Salary: $150,000 - $250,000 per year
A bit about us:We are a legal practice focused on estate planning for high-net-worth clients. Our work centers on advanced wealth-transfer strategies for individuals and families with complex estates. This is detailed, sophisticated planning work, carried out alongside the other advisors our clients rely on.
Why join us?- Estate planning work for high-net-worth clients.
- Advanced wealth-transfer strategies as a core part of the practice.
- Billable expectations discussed openly in the first conversation.
Job DetailsThis role centers on estate planning for high-net-worth clients, from designing and drafting plans to structuring advanced wealth-transfer strategies and advising on gift, estate and generation-skipping transfer tax matters. You will also counsel clients directly and work alongside their CPAs, wealth advisors and appraisers.
Key Responsibilities:
- Design and draft estate plans for high-net-worth clients
- Structure advanced wealth-transfer strategies, including GRATs, IDGTs, SLATs, ILITs and FLPs
- Advise clients on gift, estate and generation-skipping transfer tax planning
- Prepare Forms 706 and 709
- Counsel clients on their estate plans
- Manage trust and estate administration matters
- Advise on charitable planning and family foundations
- Handle business succession planning
- Address California community property and Prop 13 issues
- Coordinate with clients' CPAs, wealth advisors and appraisers
Needed:
- Experience in high-net-worth estate planning and drafting
- Strong background in advanced wealth-transfer strategies (GRATs, IDGTs, SLATs, ILITs, FLPs)
- Experience in gift, estate and GST tax planning
- Proven ability to prepare Forms 706 and 709
Nice to have:
- Trust and estate administration experience
- Charitable planning and family foundations experience
- Business succession planning experience
- Familiarity with California community property and Prop 13 issues
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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