Talley LLP · 3 weeks ago
Trust & Estate Planning Attorney
Orange, CA
Full-time
Onsite
Senior Level
$180K/yr - $200K/yr
5+ years expTalley LLP is a full-service financial, tax, legal, and consulting organization dedicated to serving entrepreneurially driven businesses and their owners. They are seeking a Tax & Estate Attorney with 3-5 years of experience to handle advanced estate and income tax planning matters, trust administration, and collaborate with clients and professionals to implement wealth-planning strategies.
ConsultingFinancial ServicesProfessional Services
Hiring Manager
Daniel Proia
Responsibilities
Advising on moderate to advanced estate, trust, gift, and income tax planning strategies, including wealth-transfer structure, business succession planning and tax-efficient entity structuring
Drafting and structuring revocable living trusts, irrevocable gift trusts, and advanced transfer instruments, including GRATs, IDGTs, and SLATs
Managing trust administration matters for high-net-worth clients, including interpretation of trust terms, fiduciary guidance, and beneficiary communications
Conducting legal research and preparing technical memoranda on tax and estate issues
Reviewing and overseeing fiduciary, gift, and related trust tax compliance, and coordinating with tax preparers and advisors
Handling estate administration, including identifying, validating, and coordinating the transfer of beneficiary-designated and jointly-titled assets
Managing uncontested probate administration matters, including interpretation of will terms, intestate statutes, fiduciary guidance, and beneficiary communications
Collaborate with financial advisors, CPAs, and other professionals to implement integrated wealth-planning strategies
Maintaining strong client relationships, delivering clear communication, and ensuring a high-touch client experience throughout the planning and administration process
Qualification
Required
Juris Doctor (JD) from an accredited law school
California Bar admission required
5 years of experience in estate planning, tax planning, and trust administration
Demonstrated ability to work on advanced estate and income tax planning matters
Experience drafting and structuring a wide range of trust vehicles
Strong written and verbal communication skills; confidence interacting with high-net-worth clients
High attention to detail and ability to manage multiple complex matters simultaneously
Preferred
LL.M. in Taxation or Estate Planning (highly preferred)
Strong background in tax law and/or prior experience in a tax-focused legal practice
Experience in a law firm environment serving high-net-worth individuals and privately held businesses
Creating and structuring business entities, including preparing and filing formation documents, drafting governing agreements, and coordinating required tax elections such as S-corporation status
Benefits
Medical, dental, and vision insurance
401(k) with employer participation
Paid time off and paid holidays
Company
Talley LLP
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lee R.
Functional CFO
Matthew Talley
Partner
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