Associate Attorney - Estates and Trusts

Profile

Job Overview

A law firm seeks an experienced Associate Attorney for their Estates and Trusts practice group in San Francisco, CA. The ideal candidate will have 2-5 years of experience in probate, trust administration, and estate and income tax planning, particularly with high-net-worth individuals and families.

Duties

• Represent trustees, executors, heirs, and beneficiaries in probate and trust administrations.
• Counsel clients on suitable estate plans and gifting strategies.
• Draft necessary documents to implement estate plans.
• Advise high-net-worth clients on estate, gift, and GST tax planning strategies.
• Manage large-scale client projects with effective communication.
• Collaborate with clients and their advisors on wealth planning solutions.
• Conduct legal research and stay informed on tax law changes.
• Run post-mortem trust administrations independently.

Requirements

• Minimum of 3 years handling estate planning and trust administration for taxable estates.
• Solid skills in gift, estate, and GST tax planning.
• Proven ability to manage a busy practice independently.
• Interest in team success and mentorship of junior members.
• Practical problem-solving approach and resourcefulness.

Education

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

Certifications

• Admitted to and in good standing with the California Bar.
• L.L.M. in Taxation, desired.

Skills

• Ability to draft complex estate planning documents independently.
• Expertise in advising fiduciaries and managing trust administrations.
• Strong communication and client interaction skills.
• Commitment to continuous learning and skill development.

Benefits

• Substantial client interaction and responsibility.
• Opportunity to join a dynamic team and expand experience in a fast-paced environment.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306