Senior Estate Planning Attorney (San Diego, Orange County)
Core
Senior Estate Planning Attorney serving ultra-high-net-worth clients by designing complex wealth transfer strategies, drafting trust and estate documents, and providing tax mitigation advice.
Role type
Senior Estate Planning Attorney (IC)
Builds
Complex estate plans, irrevocable trusts, wills, and wealth transfer strategies for high-net-worth families
Domain
Legal / Estate Planning / Wealth Management (via careerplan.io/jobs/5283815008-senior-estate-planning-attorney-san-diego-orange-county-at-merceradvisors)
Required skills
Juris Doctor (JD), State Bar licensure, 8-12 years estate planning experience, complex trust drafting (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), estate and gift tax strategy, client relationship management, team leadership
Preferred skills
LL.M. in Taxation or Estate Planning
Technologies
Legal research databases, trust drafting software
Responsibilities
Meet with clients to design and fund complex estate planning strategies; Draft estate plan documents including irrevocable trusts, revocable trusts, wills, and powers of attorney; Advise on estate, gift, and generation-skipping transfer tax strategies; Mentor and coach estate planning strategists; Manage a service specialist; Coordinate with wealth advisors and tax experts
Seniority
Senior, hands-on IC with leadership duties
