Private Wealth Services Associate
Private Wealth Services Associate
Location: San Diego, CA
A leading global law firm is seeking a 4th–8th year Associate to join its Private Wealth Services practice in San Diego. This is an excellent opportunity to work on sophisticated estate planning and wealth transfer matters for high net worth individuals and families within a highly regarded national platform.
The role offers significant responsibility handling complex planning and administration matters, while mentoring junior team members within a collaborative and fast-paced environment.
Key Responsibilities:
- Advise clients on sophisticated estate planning and wealth transfer strategies
- Draft advanced estate planning structures, including Revocable Trusts, ILITs, SLATs, IDGTs and GRATs
- Handle trust and estate administration matters, including modifications, decantings and trust terminations
- Advise on transfers involving QSBS stock, business interests and real estate
- Conduct legal research on multi-jurisdictional and cross-border estate planning matters
- Supervise and mentor junior associates and support staff
- Work directly with high net worth clients and families on complex matters
Who You Are:
- 4th–8th year associate
- Strong background in sophisticated trusts & estates and private wealth planning
- Experience advising high net worth individuals and families
- Strong drafting, research and communication skills
- Experience managing complex trust and estate administrations
- Highly organised, detail-oriented and proactive
- Experience mentoring junior attorneys preferred
- LL.M. in Taxation or Estate Planning preferred
- Experience in a fast-paced law firm environment preferred
Compensation:
Salary Range: $249,000 – $325,000 (DOE)
Benefits: Discretionary bonus, healthcare, 401(k), parental support benefits and comprehensive benefits package
Interested?
Contact Max at max@tposearch.com to learn more or express interest.
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