Trusts And Estates Attorney

2-5 yrs required

Full-time

No

Job Overview: A law firm in San Francisco, CA, seeks a Trusts And Estates Attorney to join their team. The ideal candidate will be responsible for designing plans for high-net-worth clients, drafting various irrevocable trusts, managing complex trust administrations, and providing expert legal advice on tax matters.

Duties:

• Meet or exceed minimum billable hours requirement
• Design plans for high-net-worth clients
• Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor-retained annuity trusts.
• Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns
• Manage complex trust administrations.
• Perform initial client intake calls and shepherd the CRMs through engagement.
• Perform legal research
• Manage and organize client files as well as keep client database and document management system up to date

Requirements:

• Juris Doctorate
• An active member of California State Bar
• Expertise in Federal tax law and California state tax law is required
• . in Tax preferred
• Prior experience taking the lead role in client meetings
• Prior experience managing client communications and expectations
• 3 years of recent experience designing plans for high-net-worth clients, including designing and drafting various types of irrevocable trusts, as well as experience in complex trust administration
• Superior analytical, communication, drafting, writing, and research skills
• Proficient in MS Office Suite with an emphasis on Word, Excel, and Outlook
• Solid command of English, including excellent spelling, grammar, punctuation, form, and style
• Organized and detail-oriented
• Ability to manage a team, set goals, and mentor others
• Ability to communicate clearly and work well with a team and individually

Location: San Francisco, CA

Benefits offered:

• Option for fully employer-paid medical insurance
• Dental, Vision, additional life, AD&D, and other employee-paid insurance
• Fully paid 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

Legal