Associate - Estate Planning Attorney

Who we are –

Strategic Planning Law Group, P.C., is a boutique estate planning firm in Southern California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multiple clients. The firm provides excellent support and resources in a team-oriented, collegial setting.

You will -

• Work with clients on the preparation of core estate planning documents (Wills, Living Trusts, Durable Powers of Attorney, etc.)
• Work with clients on the preparation of sophisticated estate tax planning techniques (Grantor Retained Annuity Trusts, Sales to Defective Grantor Trusts, Qualified Personal Residence Trusts, Dynasty Trusts, Life Insurance Trusts, etc.)
• Draft documents related to real property including deeds, preliminary change of ownership reports, and property tax filings
• Prepare client service plans detailing estate planning strategies and review of existing estate planning documents
• Conduct legal research related to tax, estate planning and related matters
• Prepare documents to form and maintain legal entities (Family Limited Partnerships, Limited Liability Companies, Corporations, etc.)
• Prepare documents to create charitable entities (Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations)
• Handle trust and estate administration matters
• Review federal gift and estate tax returns

You are -

• PC literate and have other relevant technology competencies (including Microsoft Word, Excel, Power Point, etc.)
• Strong initiative and work ethic
• Excellent verbal and written communication skills
• Excellent organizational and time management skills, including able to manage competing priorities and manage multiple projects
• Ability to work independently and to resolve complex problems, with a thorough understanding of the business and legal environments
• Ability to timely and confidently execute well-reasoned resolutions

We want -

• J.D. degree from an ABA accredited law school
• Member in good standing of the California Bar or year 2024 completion of the California State Bar Exam
• Strong interest in estate planning required
• Some understanding of federal gift and estate tax law a plus; completion of Federal Gift & Estate Tax course a plus
• Though not required, some prior law firm experience or professional experience in the area of estate planning is a plus
• Strong interpersonal skills with the ability to interact with individuals at all levels
• Strong drafting skills and attention to detail

We offer –

• Collaborative fun environment
• 401(k) with company match
• Bonus program
• Competitive company contribution to medical benefits
• Continuing education assistance program

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We are committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer and search for open positions in Irvine. From there attach a cover letter and resume for consideration. Our website is https://strategicplanninglawgroup.com/ The website for Aspiriant is www.Aspiriant.com.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.