Job Details

Senior Attorney Trust Estate Planning

Company name

GVM Law, LLP

Organization Type

Law Firm

Job Type

Attorney

Posted on

Jun 28,2019

Years of Experience

8-10 yrs required

Location

Napa, CA, United States

Industry

Legal
Practice Area
Tax >> Tax
Trusts and Estates >> Trusts and Estates
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Profile

GVM Law, LLP is seeking an experienced Estate Planning lawyer.

Lawyers come to work at GVM Law because it’s a leading Estate Planning firm in California. GVM offers the successful applicant complex and challenging high end taxable estate planning matters in a Napa County firm. Sophisticated clientele and the ability to work with our experienced estate planning group are part of this dynamic offering.

PRIMARY PURPOSE OF POSITION:

This position is a key attorney responsible for implementing and overseeing trust administration, estate planning, and advanced estate planning within GVM’s Estate Planning Group. This attorney will be primarily responsible for handling their own case load and the attorney must be able to work both independently and as part of a team, with supervisory responsibility for paralegals and staff. This is a full-time position.

MAJOR DUTIES OF POSITION:

  • Responsible for all aspects of client matters.
  • Conducts initial consultations and devises strategies in conjunction with senior Partners.
  • Prepares/drafts documents for sophisticated Estate Plans including QPRTs, GRATs, IDGTs, Charitable Trusts, and other Advanced Planning Techniques
  • Advises on estate, gift, GST, and income tax matters.
  • Mentoring, training and supervision of less experienced attorneys.

KNOWLEDGE AND SKILL REQUIREMENTS:

  • Licensed to practice law in California.
  • Eight (8) to ten (10) years’ experience in trusts and estates law.
  • LLM in tax a plus.
  • Drafting experience required.
  • Demonstrated success in helping to build and manage client relationships and deliverables.
  • Outstanding organizational and time management skills.
  • Team-focused work style, with equal ability to be a leader or a participant and enjoy both.
  • A positive and productive attitude.
  • Confident in managing scope while identifying new projects and collaborating with teammates and leaders.
  • A track record of successfully leading, managing, and mentoring staff and assisting in their growth and development.
  • Excellent communication skills, both written and oral.
  • Judgment and tact in handling sensitive and confidential matters.
  • Ability to focus despite distractions and changing priorities.
  • Ability to prioritize, coordinate and handle multiple projects to meet deadlines.
  • Strong word processing skills with experience with Microsoft Office, ProLaw, PDF/OCR.
  • Strong knowledge of and experience with Excel and MindMap

GVM Law, LLP offers a competitive salary and benefits package.

Job Type: Full-time

Company info

GVM Law, LLP

Company Profile

GVM Law is the premier law firm in Northern California’s Wine Country for Business Law, Wine Law and Estate Planning. Founded in 1972, GVM Law has been the trusted go-to firm for families, small businesses, vintners, growers and farmers for decades. Taking an integrated approach to servicing clients, GVM Law has seamlessly guided clients through business transactions and estate planning at all levels of complexity. GVM Law’s expertise includes Trust & Estates Law, Wine Law, Business Law, Real Estate Law, Taxation Law, and Employment Law. GVM Law has three offices in Northern California in Napa, Fairfield and Roseville. For much more information, please visit our website.

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