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Organization TypeLaw Firm
Years of Experience
Date Last Verified
San Francisco office of our client seeks private client attorney with experience. The candidate will work directly with and advise 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 complex wills and trusts is needed. Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies is essential. Knowledge of and ability to research and apply rules governing income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax and Chapter 14 is needed. International experience is a plus.
Company infoBCG Attorney Search