Trusts and Estates Partner

Profile

Job Overview

A law firm seeks an experienced Trusts and Estates Partner with a portable book of business to join their practice in San Francisco, CA. The ideal candidate will have a strong foundation in estate planning and trust law and will be adept at managing complex legal and financial situations.

Duties

• Develop comprehensive estate plans tailored to clients' specific needs and goals.
• Advise clients on tax implications and strategies to minimize tax liabilities.
• Handle the probate process, including court proceedings and asset distribution.
• Manage and administer trusts in compliance with applicable laws.
• Identify and pursue business development opportunities.

Requirements

• 20 years of experience with high net worth families and complex estate planning.
• Strong foundation in estate planning and trust law.
• Proficiency in succession planning, fiduciary accounting, and tax preparation.
• Excellent communication and analytical skills.
• Precision in drafting legal documents.
• Discretion in handling sensitive information.

Education

• Juris Doctor from an ABA accredited law school.

Certifications

• Licensed and in good standing to practice law in the state of CA.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication skills.
• Ability to actively listen and provide aligned legal advice.

Benefits

• Engagement in community initiatives with paid time off.
• Supportive and balanced work culture.
• Opportunities for professional growth and development.

Company info

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