Partner

Seeking a lateral Partner to take a leadership position in its San Diego County based estate planning practice. Come to San Diego and enjoy the good life while serving high end estate planning clients doing the most interesting work in partnership with nationally recognized experts in the estates and trusts practice. A Partner candidate does not need to have a significant book of business to be a successful candidate. We would also consider the option of Partner candidate bringing a group of professionals, provided that they satisfy firm criteria for the positions.

At least 12 years of experience in transfer tax planning and drafting, and some experience in mentorship of associates and practice management. We also require our partners to be active in the profession, and we would expect a successful candidate to either be an ACTEC fellow or to have a resume that includes significant speaking, writing and other external professional activities that would support a successful future nomination as an ACTEC Fellow. A Partner candidate would ideally already be licensed to practice law in the state of California, or have a reasonable expectation of passing the exam.