Frost Brown Todd · 2 hours ago
Estate & Tax Planning Associate Attorney
FBT Gibbons LLP is a national, full-service law firm seeking an Estate & Tax Planning Associate in their Newport Beach, California office. The role involves providing comprehensive legal solutions in estate and tax planning, trust administration, and business succession planning for high-net-worth clients.
Qualification
Required
5–7 years of experience in estate and tax planning, trust administration, and business succession planning
Strong background in gift and estate tax matters, including preparation of SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools
Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family Office setting
Speed, accuracy, and commitment to meeting clients' objectives
Superior academic credentials, excellent research and writing skills, and a collaborative team mindset
Benefits
Medical (HSA with employer contribution or PPO options)
Dental and vision coverage
Life insurance
Short- and long-term disability
Various parental leaves
Sick and vacation time
Well-being/EAP support
Generous 401(k) retirement plan
Company
Frost Brown Todd
Frost Brown Todd is a law firm.
Funding
Current Stage
Late StageRecent News
Business Journals
2024-04-19
The Business Journals
2024-04-07
The Business Journals
2024-04-07
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