Estate Planning Partner, UHNW (Los Angeles, CA)
Core
Lead client relationships and serve as the primary strategic advisor and subject matter expert for ultra-high net worth (UHNW) families with complex, multi-generational wealth.
Role type
Senior IC estate planning partner (legal)
Builds
Comprehensive estate plans, trust structures, and business succession strategies for families with balance sheets exceeding $100M.
Domain
Private Wealth / Estate Planning / Tax Law
Required skills
Juris Doctor (J.D.), Licensed attorney, Advanced trust and estate administration, Federal transfer tax law, Business succession planning, Family governance design, Complex FLLC structuring, Trust modification and decanting, Estate and gift tax return preparation
Preferred skills
LL.M. in Taxation or Estate Planning, Experience with $100M+ families, Prior experience at AmLaw 100/200 firm or recognized estate planning boutique, Family office or multi-family office background
Technologies
None stated
Responsibilities
Lead multi-generational planning conversations including family governance and succession design; Advise on complex estate, gift, and generation-skipping transfer (GST) tax strategies; Design and implement comprehensive estate plans incorporating advanced wealth transfer techniques (GRATs, IDGTs, ILITs, SLATs, etc.); Manage a select team of UHNW-focused estate strategists; Partner with interdisciplinary experts to integrate advanced estate planning strategies; Support new client development through thought leadership and conference participation; Prepare and review deeds, real property transfer documents, and federal/state estate and gift tax returns
Seniority
Senior, hands-on IC
