High-Net-Worth Estate Planning Attorney

Job ID: 371030

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Job Title: High Net-Worth Estate Planning Attorney

Job Overview:

A Solana Beach-based law firm with a long-standing reputation in estate planning and asset preservation is actively seeking a seasoned attorney to join its estate planning practice. The ideal candidate will bring extensive experience advising affluent individuals and business owners on legacy planning, charitable giving, tax-efficient strategies, and business succession. This position offers the opportunity to work alongside an experienced team in a supportive, collaborative environment just steps from the coast.

Duties:

Advise high-net-worth individuals and families on customized estate planning strategies

Draft complex trusts and other estate planning instruments tailored to client needs

Structure and implement tax minimization strategies related to gift, estate, and generation-skipping transfer taxes

Counsel clients on philanthropic endeavors, including charitable trusts and private foundations

Assist with business succession planning and entity formation

Guide real estate transactions tied to estate transfers and administration

Oversee trust and estate administration, ensuring compliance and proper asset distribution

Collaborate with external professionals including accountants and financial advisors to deliver holistic wealth management solutions

Conduct in-depth legal research and stay abreast of legal and regulatory developments

Maintain strict confidentiality with client financial and personal information

Supervise and support junior attorneys and legal staff

Ensure consistent application of internal firm policies and procedures

Requirements:

Minimum of 5 years of hands-on experience in estate planning for high-net-worth individuals

Demonstrated proficiency in drafting trusts, wills, and entity-related documents

Familiarity with tax strategies, charitable planning, and wealth preservation techniques

Strong interpersonal skills with the ability to build client relationships

Capable of managing complex legal matters independently and as part of a team

Education:

Juris Doctor (JD) from an accredited law school

Certifications:

An active member of the California State Bar

Admission to additional jurisdictions such as Wyoming, Nevada, or Florida is considered advantageous

Skills:

Advanced legal drafting and research capabilities

Excellent written and verbal communication

Detail-oriented with strong analytical and organizational skills

Skilled in client counseling and managing sensitive matters

Proficient in legal tools such as Westlaw, CEB OnLaw, and estate planning software

Job Location:

Solana Beach, CA

Benefits:

Comprehensive medical, dental, and vision coverage

401(k) with employer matching

Eligibility for a structured path to partnership

Supportive relocation package for qualifying candidates

Access to in-house marketing, administrative support, and legal resources

The work environment is located in a vibrant district near the beach and local amenities

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