Senior Trusts & Estates Attorney

Min 5 yrs required

Full-time

No

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


H1: Senior Trusts & Estates Attorney - San Francisco, CA - $210k - $245k
H2: Join Our Team at Law Firm: JKZ LLP

If you are an experienced Trusts & Estates Attorney with a passion for working with high-net-worth clients, then we have the perfect opportunity for you! JKZ LLP, a reputable and fast-paced law firm in San Francisco, is currently seeking a Senior Trusts & Estates Attorney to join our team. As a Senior Trusts & Estates Attorney at JKZ LLP, you will have the opportunity to work on complex and challenging cases while utilizing your skills and expertise to design plans for high-net-worth clients.

We are looking for a self-motivated individual with at least five (5) years of recent experience in designing and drafting irrevocable trusts, as well as experience in complex trust administration. The ideal candidate will possess superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as part of a team.

As a Senior Trusts & Estates Attorney at JKZ LLP, you will also have the opportunity to take on a leadership role by overseeing the work of associate attorneys, delegating assignments, and mentoring and training legal support personnel in the Trusts & Estates department.

Responsibilities:

- Designing plans for high-net-worth clients
- Drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
- Managing complex trust administrations
- Performing initial client intake calls and guiding clients through the engagement process
- Conducting legal research
- Managing and organizing client files and databases

Requirements:

- Juris Doctorate
- Active member of California State Bar
- Expertise in Federal and California state tax law
- . in Tax preferred
- Prior experience taking a lead role in client meetings
- Prior experience managing client communications and expectations

Benefits:

- Competitive compensation and bonus programs
- Option for fully employer-paid medical insurance
- Dental, Vision, and other employee-paid insurances
- Fully paid Long Term Disability and Life Insurance
- Paid State Bar and BASF dues
- Paid Continuing Education
- Paid Time Off and Volunteer Time Off
- 11 Paid Holidays
- 401(k) Plan

At JKZ LLP, we are committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Join our team at JKZ LLP and take your career to the next level! Apply now and become a part of our dynamic and diverse team of legal professionals.

Employer-paid medical insurance, dental and vision insurance, life and AD&D insurance, long-term disability and life insurance, paid state bar and BASF dues, paid continuing education, paid time off, paid volunteer time off, 11 paid holidays, 401(k) plan

High-net-worth client planning, drafting irrevocable trusts, trust administration, analytical skills, communication skills, drafting skills, writing skills, research skills, multitasking, self-starter, learning abilities, initiative, leadership skills, mentoring, training, management, client intake, legal research, organization, detail-oriented, team management, MS Office, English language proficiency, benefits management, equal employment opportunity

Juris Doctorate, LL.M. in Tax preferred

Interested candidates should submit their resume and cover letter to the provided email address.

Qualification and Experience Juris Doctorate, Active member of California State Bar, LL.M. in Tax preferred

Legal