Estate Planning Attorney Job at Bonham Solutions, Los Angeles, CA

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  • Bonham Solutions
  • Los Angeles, CA

Job Description

A nationally recognized law firm is seeking a seasoned Estate Planning Attorney to join its Los Angeles office. This senior-level role requires extensive experience advising high net-worth clients on advanced estate planning and tax strategies.

Responsibilities:

  • Serve as lead advisor to a portfolio of ultra-high-net-worth clients with assets typically exceeding $20 million.
  • Develop and implement estate planning strategies, including trusts, family entities, charitable structures, and sophisticated transfer planning.
  • Provide comprehensive federal and California-specific tax guidance to clients and their advisors.
  • Draft and review complex estate planning instruments while ensuring compliance with evolving laws and regulations.
  • Build and sustain deep client relationships, offering proactive and strategic counsel.

Requirements

  • J.D. from an accredited law school and active license to practice law in California.
  • At least 8 years of estate planning experience with a focus on high net-worth and ultra-high-net-worth clients.
  • Demonstrated expertise in federal estate and gift tax matters; knowledge of California tax implications is essential.
  • Strong ability to work independently while handling highly sophisticated planning and client service.

Job Tags

Permanent employment, Work at office,

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