What are the responsibilities and job description for the Trusts & Estates Counsel Hybrid position at Aionios LLC?
A well-established law firm is seeking a Trusts & Estates Counsel to join its Los Angeles office. This position offers the opportunity to work on sophisticated estate planning and trust administration matters, advising high-net-worth individuals and families while collaborating with a team of experienced legal professionals.
The firm is looking for an attorney with at least eight years of experience in complex estate planning, wealth transfer strategies, and trust and probate administration. The ideal candidate will have a strong background in drafting advanced estate planning documents and providing strategic tax planning solutions.
Responsibilities:
- Provide counsel on estate planning strategies, including wills, trusts, asset protection, and minimizing tax liabilities during wealth transfers.
- Handle trust and estate administration, including probate proceedings, fiduciary representation, and sub-trust funding.
- Advise on basic and advanced estate planning, including GRATs, CRUTs, sales to IDGTs, and Dynasty Trusts in long-term or no RAP period jurisdictions.
- Manage post-death administration, including probate filings, Heggstad petitions, 13100 affidavits, 16061.7 notices, and trust administration matters.
- Oversee valuation of assets, sub-trust funding, and GST tax considerations, while preparing Forms 709 and 706 for gift and estate tax transactions.
- Collaborate with financial advisors and tax professionals to develop and implement comprehensive wealth preservation strategies.
- Counsel clients on charitable planning, including the establishment of private foundations and other tax-efficient giving methods.
- Represent clients in trust and estate disputes, with litigation experience being a plus.
Qualifications:
- At least eight years of experience in trusts and estates law, focusing on high-net-worth clients.
- Strong knowledge of tax planning, wealth transfer strategies, and complex estate planning structures.
- Extensive experience in estate and trust administration, including probate matters.
- Admission to the California Bar is required.
- Excellent communication, client management, and problem-solving skills.
- Large firm experience and an LL.M. in Taxation are preferred.
This role offers competitive compensation based on experience, along with a comprehensive benefits package and professional development opportunities within a firm that values collaboration, innovation, and exceptional client service.
