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Years of Experience
ProfileLos Angeles office of our client seeks private client associate attorney with 3+ years of experience. The candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. Will work directly with clients to identify estate and succession goals and develop and implement related strategies including drafting complex estate and gift planning documents (ranging from revocable trusts to GRATs, ILITs, dynasty trusts to other wealth planning strategies). Must preferably have an LL.M. degree. Expertise preparing, researching and reviewing gift, estate and GST tax returns and the issues that arise in connection therewith is needed. Experience handling complex trust administrations and the issues that arise in connection with them, including valuation of assets, managing beneficiary expectations, and division and allocation of trusts is essential. Charitable tax and planned giving experience is a plus.
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