Job Details

Estate Planning Associate

Company name

Organization Type

Law Firm

Job Type

Attorney

Years of Experience

3-5 yrs required

Location

Menlo Park, CA

Date Last Verified

Jan 31,2018

Posted on

Jan 29,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Planning Associate Candidate must have primary responsibility for many clients with basic estate planning needs, and work under the close guidance of T&E partners on complex estate planning issues for high-net-worth individuals, including entrepreneurs and long-established families. Must have: Strong academic credentials. Admitted to practice in CA. 3-5 years estate planning and estate administration experience (recent Taxation LL.M. graduates also considered). Excellent writing skills. Superb communication skills: able to explain complicated concepts so that clients can grasp them and make decisions. Ability to relate easily to clients so that they feel comfortable talking about important family matters. Must be comfortable meeting with clients who need a basic estate plan, helping them think through their estate plans, and then drafting basic documents. Knowledgeable about advanced planning strategies for gift, estate and income tax minimization -- GRATS, CRTs, sales to grantor trusts, dynasty trusts, private family foundations, etc. Able to identify when to raise strategies with specific clients, discuss how that strategy meets a client goal, discuss the pros and cons of the strategy, and help the client decide whether to pursue the strategy.

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Send resume.

Company info

Hiring Coordinator
Rimon P.C.
800 Oak Grove Avenue
Suite 250
Menlo Park, CA 94025

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