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

May 18,2018

Posted on

Jan 29,2018
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
 
Your Email:
Upload Resume:

 
27 hits

Profile

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.

Additional info

Send resume.

Company info

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

Similar Jobs:

Tax and Estate Planning Attorney The candidate must have 3+ years of practice in estate planning, tax planning and wealth transfer taxes. Should preferably have LLM degree in taxation law or estate planning. Excellent written com...
Attorney The candidate will be responsible for estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and...
Temporary Trust Planning Lawyer The candidate should preferably have 8+ years of hands-on experience in trust planning in California. California Bar admission is required. Experiences in trust planning of international clients/as...