About the Role
This is a senior-level succession hire within the estate planning practice group of a stable, collegial mid-size law firm in Los Angeles. You will step directly into an existing book of high-net-worth client relationships transitioning from a retiring shareholder, with a clear and demonstrated path to shareholder yourself. The role is as much about relationship stewardship as it is legal expertise.
What You'll Do
Take ownership of transitioning client relationships from a retiring shareholder, ensuring continuity of trust and service quality.
Handle sophisticated estate planning matters including complex trust structures, high-net-worth estate and gift tax planning, and advanced wealth transfer strategies.
Advise clients directly on trust and estate administration, business succession planning, and California property tax issues.
Draft advanced estate planning documents and manage ongoing client advisory relationships independently.
Mentor and develop junior associates within the estate planning practice group.
Collaborate with senior attorneys and firm leadership to grow and strengthen the practice area.
What We're Looking For
JD from an accredited law school with active California State Bar membership (required).
10–20 years of experience in sophisticated trust and estate planning at the senior associate, counsel, or shareholder level.
Demonstrated experience with complex trust structure drafting and estate and gift tax planning strategies.
Direct client advisory experience managing relationships for high-net-worth individuals.
Knowledge of California property tax issues and their estate planning implications.
Experience with trust administration and business succession planning.
Background at a mid-size or large full-service law firm is a strong plus.
Experience mentoring or supervising junior associates.
LLM in Taxation preferred but not required.
Proficiency with legal research platforms (e.g., Westlaw, LexisNexis) and standard office productivity tools.
Currently located in the greater Los Angeles area strongly preferred; relocation considered for exceptional candidates.
No visa sponsorship available.
Compensation & Benefits
Salary: $200,000 – $350,000 annually, commensurate with experience.
401(k) with profit-sharing contribution (firm-contributed regardless of employee contribution).
Manageable billable hour expectations relative to large firm standards.
No visa sponsorship available.
Location
Hybrid arrangement based in Los Angeles, California. Office presence is expected, with flexibility that develops over time. Candidates in the greater Los Angeles area strongly preferred.
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