Mid-Level Private Client Associate

Type

Permanent - Full Time

Location

Los Angeles

Job Role

Private Client and Tax



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Our team helps successful families and entrepreneurs around the world structure their assets in a way that will preserve their wealth now and for future generations. We advise on all aspects of wealth structuring, using various techniques and vehicles such as trusts and entities.  We have over 150 lawyers worldwide who concentrate on tax and succession planning for individuals and families. We advise on lifetime gifts, intervivos and post-mortem estate plans and issues related to the management and taxation of inter-generational transfer strategies.

The focus of this role will be to work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters.   

Skills and Experience Required:

  • Strong academic credentials (JD required; LLM is a plus)
  • Minimum 5 years' experience practicing in a law firm's Trusts & Estates/ Private Client group
  • California Bar membership preferred
  • Strong drafting, writing, research and communication skills
  • Experience drafting complex wills and trusts
  • Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts,  Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies
  • Knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation
  • International experience a plus
  • Ability to work directly with clients to establish, develop and maintain long-term relationships
  • Strong project management,  ability to balance a large number of competing priorities
  • Attention to detail
  • Team Player


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