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Rancho Santa Fe office of our client seeks private client and tax attorney with 2-3 years of experience. The candidate will be advising high net worth individuals and family businesses on tax, trust and estate, and business succession matters. An LL.M. degree is a plus. Experience drafting wills and trusts is required. The following experience would be useful: Exposure to sophisticated Wealth Planning techniques, such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Foreign Grantor Trusts, Qualified Personal Residence Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies. Some knowledge of income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax and Chapter 14 is required.
Company infoBCG Attorney Search