Senior Estate Planning Attorney

Profile

Job Overview

A law firm seeks a sophisticated estate planning and trust administration attorney in San Rafael, CA, with a minimum of 8-10 years of experience and partnership aspirations. The firm excels in estate planning, administration, corporate and business transactions, real estate, tax, and related litigation, serving high-net-worth clients.

Duties

• Confer with clients to identify objectives and concerns.
• Evaluate client situations to develop strategies using planning and administration techniques.
• Counsel clients on strategies to achieve their goals.
• Draft estate plans and trust administration documents.
• Collaborate with attorneys in other practice areas to enhance team efficiency.
• Cultivate and originate client relationships.

Requirements

• J.D. from an ABA-approved school.
• Active license with the State Bar of California.
• LL.M. in tax or estate planning preferred.
• 8-10 years of experience in estate planning, probate, and trust administration.

Education

• J.D. from an ABA-approved school.

Certifications

• Active license with the State Bar of California.

Skills

• Strong credentials and experience with mid-to-large sized firms or trusts and estates boutiques.
• Motivation to develop a thriving practice.
• Ability to work well with a team and leverage firm resources.

Benefits

• Hybrid work environment.
• Ample free parking.
• Office located near Civic Center Smart Train station.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306