Trusts & Estates Partner

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Lead and develop a partner-level trusts and estates practice.

• Provide guidance to high-net-worth and ultra-high-net-worth individuals and families on intricate estate, gift, and wealth transfer planning.

• Structure and advise family offices and private investment entities.

• Offer counsel on trust formation, administration, and fiduciary matters.

• Create succession plans for closely held businesses and investment structures.

• Address international and cross-border estate planning challenges.

• Collaborate closely with tax, corporate, real estate, and litigation partners to deliver comprehensive client solutions.

• Establish and nurture long-term advisory relationships with clients and their professional advisors.

⛳️ Requirements

• A portable book of business exceeding $750K.

• Partner-level experience (or senior counsel on a clear path to partnership) in Trusts & Estates.

• A practice concentrated on high-net-worth and ultra-high-net-worth individuals, avoiding high-volume or commoditized estate planning.

• Over 8 years of experience as a partner-level attorney in entertainment law.

• Geographic presence or client base in key private wealth markets, including Florida, Texas, New York, and California.

• Experience with clients whose needs extend into other practice areas.

• Proven experience in complex estate and wealth transfer planning.

• A collaborative mindset with an interest in cross-selling with other partners.

• An entrepreneurial approach to expanding their legal practice.

• Juris Doctor (JD) from an accredited law school.

• Preferred experience with family offices or private investment structures.

• Preferred background in cross-border or international estate planning.

• Existing relationships with accountants, wealth managers, or financial advisors are preferred.

🏝️ Benefits

• Competitive compensation package.

• Opportunities for professional growth and development.

• Collaborative and supportive work environment.

• Access to a diverse client portfolio.