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Estate Planning Attorney
Company name
BCG Attorney Search
Experience
3-20 yrs required
Location
San Diego, CA, United States
Industry
Legal
Posted on
Oct 21, 2026
Valid Through
Nov 20, 2026
Profile
Job Overview
A law firm seeks an experienced Estate Planning Attorney in San Diego, CA, to join a collaborative team dedicated to professional growth and client excellence. The role involves advising high-net-worth clients on complex matters while managing trust and probate administrations in a supportive, client-focused environment.
Duties
- Formulate and draft income, gift, and estate tax-sensitive estate planning documents for complex client needs.
- Manage trust and probate administrations, ensuring compliance and efficient execution.
- Prepare federal gift and estate tax returns and advise high-net-worth clients on strategic planning.
Requirements
- Minimum of 5 years of relevant experience in estate planning and tax-sensitive matters.
- Proven experience working with complex, high-net-worth clients and their families.
- Active California State Bar license in good standing.
Education
- Law degree (J.D.) from an accredited institution; Tax LL.M. strongly preferred.
Certifications
- Current California State Bar license required.
Skills
- Expertise in drafting tax-sensitive estate planning documents and managing trust administrations.
- Strong ability to advise complex, high-net-worth clients on fiduciary and tax matters.
Benefits
- 401(k) with matching contributions.
- Dental insurance coverage.
- Health insurance coverage.
- Life insurance coverage.
- Paid time off.
- Vision insurance coverage.
Company info
BCG Attorney Search
Location : San Diego, CA
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