Associate Estate Planning Attorney

Opelon LLP is seeking a highly skilled and experienced part-time or full-time Estate Planning Attorney to join our Carlsbad office. We are a dynamic firm with a focus on providing estate planning solutions tailored to the needs of our clients. If you’re a driven, client-focused attorney with a passion for estate planning and expertise in advanced planning strategies, we’d love to hear from you.

Compensation:

• Full-Time (40 hours/week): Base salary of $100,000/year percentage of collections.
• Part-Time (20 hours/week): Base salary of $50,000/year percentage of collections.

Key Responsibilities:

• Provide comprehensive advanced estate planning services tailored to client's unique circumstances.
• Advise and draft documents related to asset protection, tax minimization, charitable giving strategies, and more.
• Collaborate with clients to develop and implement advanced trust structures and Medicaid planning solutions.
• Handle complex estate freeze techniques and cross-border estate planning matters.
• Serve as a trusted advisor for high-net-worth individuals and families, guiding them through advanced planning techniques.

Requirements:

• Bar Admission: Licensed to practice law in California.
• Experience: Minimum of 5 years of estate planning experience with demonstrated proficiency in advanced planning strategies (details below).
• Skills: Excellent drafting, communication, and client-relations skills.
• Templates: Provide and maintain a personal library of templates for advanced estate planning documents.

Expertise:

Candidates should have experience in some (or all) of the following areas. Please indicate in your cover letter which services you have experience in.

Required:

• Basic Probate Avoidance Estate Planning

Not Required but Ideal:

Special Needs Trusts (SNTs)

• First-Party Special Needs Trusts
• Third-Party Special Needs Trusts

Medicaid and Long-Term Care Planning

• Medicaid Asset Protection Trusts
• Long-Term Care Insurance Plans

Asset Protection Planning

• Family Limited Partnerships (FLPs)
• Limited Liability Companies (LLCs)

Tax Minimization Strategies

• Grantor Retained Annuity Trusts (GRATs)
• Charitable Remainder Trusts (CRTs)
• Charitable Lead Trusts (CLTs)
• Irrevocable Life Insurance Trusts (ILITs)
• Generation-Skipping Transfer (GST) Plans

Advanced Trust Structures

• Dynasty Trusts
• Qualified Personal Residence Trusts (QPRTs)

Charitable Giving Strategies

• Donor-Advised Funds (DAFs)
• Private Family Foundations

Estate Freeze Techniques

• Intentionally Defective Grantor Trusts (IDGTs)
• Self-Canceling Installment Notes (SCINs)

International Estate Planning

• Cross-Border Trusts
• Tax Treaties

Why Join Opelon LLP?

• Competitive compensation package.
• Health Insurance
• Collaborative and supportive team environment.
• Opportunities for professional growth and development.
• Potential Partnership Track
• Ability to work on sophisticated and rewarding estate planning cases.

How to Apply?

If you meet the above qualifications and are excited about joining our team, please send the following to matt@opelon.com

• A cover letter detailing your experience and interest in the position. Identify the estate planning services listed above in which you have experience.
• A redacted past advanced estate planning document you drafted.
• A current resume.
• Two professional references.

We look forward to reviewing your application!

Job Types: Full-time, Part-time

Pay: $100,000.00 - $200,000.00 per year

Expected hours: 40 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Experience:

• estate planning: 1 year (Required)

License/Certification:

• Bar license (Required)

Ability to Commute:

• Carlsbad, CA 92008 (Required)

Ability to Relocate:

• Carlsbad, CA 92008: Relocate before starting work (Required)

Work Location: In person

Salary : $100,000 - $200,000