Estate Planning Attorney
3 days ago
Sacramento
Estate Planning Attorney Opportunity (Mid or Senior) - Hybrid Remote in Sacramento - Established Mid-Sized Firm! This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $130,000 - $225,000 per year A bit about us: Founded over 30 years ago and based in Sacramento, we are a respected Northern California law firm with over 50 attorneys known for delivering sophisticated legal counsel with a high level of personal attention. We are recognized throughout the Sacramento and Northern California legal and business communities for our strength in tax, estate planning, corporate and securities, real estate, employment, health care, and litigation. Our Trusts & Estates practice advises individuals and families on preserving wealth, implementing tax-efficient transfer strategies, and navigating trust and estate administration with precision and care. Why join us? Competitive Base Salary Up to $225k (DOE) + Bonuses Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Profit sharing, parental leave, disability, long term care insurance, flexible spending account, dependent care account, employee parking/transportation allowance Hybrid-remote Strong Mentorship and Associate Development Direct Client Exposure and Engaging Work Job Details Advise individuals and families on estate planning and wealth preservation strategies Draft and implement revocable and irrevocable trusts, wills, financial powers of attorney, and advance health care directives Structure sophisticated estate planning vehicles including ILITs, GRATs, IDGTs, QPRTs, dynasty trusts, special needs trusts, and QDOTs Handle business succession planning, including gifting strategies, sales of business interests, and valuation discount planning Advise on charitable planning matters, including CRTs, CLATs, private foundations, donor-advised funds, and conservation easements Prepare and advise on federal estate tax returns and federal gift tax returns Counsel clients on estate tax elections, valuation discounts, Graegin loans, and estate and gift tax controversies Advise on retirement benefit planning, including beneficiary designations, conduit trusts, spousal rollovers, inherited IRAs, and required minimum distributions Represent trustees, executors, beneficiaries, and families in trust administration and probate matters Handle trust funding, asset allocation agreements, trust accountings, Heggstad petitions, probate administration, spousal property petitions, small estate affidavits, and related summary proceedings Collaborate with clients and their other professional advisors to develop and implement tax and non-tax planning objectives Looking For: We are open to mid and senior level candidates J.D. and licensed to practice in California. 2+ years of experience, with a focus on trusts and estates, estate planning, trust administration, and probate Strong background in estate planning, including wills, trusts, charitable giving, wealth transfer, and succession planning Proven ability or experience with sophisticated irrevocable trust planning, business succession planning, probate, and fiduciary advisory matters Interested in hearing more? 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