BCG Attorney Search
Private Wealth Associate Attorney
BCG Attorney Search, Los Angeles, California, United States, 90079
Job Overview:
A law firm in Los Angeles, CA, is seeking a skilled Private Wealth Associate Attorney with 2-8 years of experience to join our team. The ideal candidate will have a strong background in sophisticated estate planning, trust and estate administration, estate and gift tax matters, and charitable planning.Duties:Advise clients on estate planning strategies and prepare documents such as wills, trusts, and powers of attorney.Handle trust and estate administration, including probate proceedings and trust settlements.Guide on estate and gift tax issues, including the preparation of tax returns.Assist clients with charitable planning and establishing charitable trusts and foundations.Conduct legal research and analysis on complex wealth management issues.Requirements:Juris Doctor (J.D.) degree from an accredited law school.Active member in good standing of the California State Bar.2-8 years of relevant experience in private wealth planning at a law firm.Proven experience drafting estate planning documents and handling trust and estate administration.Strong understanding of estate and gift tax laws and regulations.Skills:Excellent academic credentials and a record of high achievement.Exceptional written and verbal communication skills.Client-focused with strong interpersonal skills.Ability to manage multiple priorities and deadlines effectively.Detail-oriented with strong analytical skills.Certifications (Preferred):Certification in Estate Planning or Taxation (e.g., Certified Specialist in Estate Planning, Certified Trust and Financial Advisor).
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A law firm in Los Angeles, CA, is seeking a skilled Private Wealth Associate Attorney with 2-8 years of experience to join our team. The ideal candidate will have a strong background in sophisticated estate planning, trust and estate administration, estate and gift tax matters, and charitable planning.Duties:Advise clients on estate planning strategies and prepare documents such as wills, trusts, and powers of attorney.Handle trust and estate administration, including probate proceedings and trust settlements.Guide on estate and gift tax issues, including the preparation of tax returns.Assist clients with charitable planning and establishing charitable trusts and foundations.Conduct legal research and analysis on complex wealth management issues.Requirements:Juris Doctor (J.D.) degree from an accredited law school.Active member in good standing of the California State Bar.2-8 years of relevant experience in private wealth planning at a law firm.Proven experience drafting estate planning documents and handling trust and estate administration.Strong understanding of estate and gift tax laws and regulations.Skills:Excellent academic credentials and a record of high achievement.Exceptional written and verbal communication skills.Client-focused with strong interpersonal skills.Ability to manage multiple priorities and deadlines effectively.Detail-oriented with strong analytical skills.Certifications (Preferred):Certification in Estate Planning or Taxation (e.g., Certified Specialist in Estate Planning, Certified Trust and Financial Advisor).
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