- Juris Doctor (JD) degree from an accredited law school.
- Admission to the State Bar of California. Additional bar admissions are a plus.
- Minimum of 5 years of estate planning experience.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Consult with clients to understand their financial goals.
- Create tailored trusts and testamentary documents.
- Develop tax-efficient strategies for estate and gift taxes.
- Advise on wealth preservation and asset protection.
- Assist with business succession planning.
- Handle high-value real estate transactions.
- Manage trusts and estates.
- Collaborate with professionals for comprehensive wealth management.
- Stay updated on legal changes and maintain client confidentiality.
- Supervise support staff and junior attorneys.
- Competitive salary based on experience.
- Potential growth opportunities in our partner program.
- Comprehensive benefits package including medical, dental, vision, and 401k.
- Relocation assistance available for suitable candidates.
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High-Net-Worth Estate Planning Attorney - California, United States - Tresp, Day & Associates, Inc.
1 day ago
Description
Job Description:
Join our team at Tresp, Day, & Associates, Inc., a leading estate planning firm since 1992. We're looking for an experienced Estate Planning Attorney with business formation expertise for our office in Solana Beach, California. Located in the Cedros Design District, our office offers a convenient location near the beach, cafes, and shops.
Work closely with successful clients from around the country and overseas, engaging in cutting-edge estate planning and asset protection strategies. Enjoy a supportive work environment with top-notch resources and a dedicated team.
Qualifications:
Responsibilities:
Benefits:
