Trusts & Estates Attorney

Min 3 yrs required

Full-time

No

Trusts & Estates Attorney: Design Plans for High-Net-Worth Clients in San Francisco Law Firm

JKZ LLP, a highly respected law firm in San Francisco, is seeking a Trusts & Estates Attorney with at least three years of experience in designing plans for high-net-worth clients. This full-time position offers a competitive salary of $140k - $200k and requires a Juris Doctorate and active membership in the California State Bar.

The ideal candidate for this role will have expertise in Federal tax law and California state tax law, with an . in Tax preferred. They must also have prior experience in taking the lead role in client meetings and managing client communications and expectations. Superior analytical, communication, drafting, writing, and research skills are a must, along with the ability to work both independently and as a team member.

This is a fast-paced environment, and the Trusts & Estates Attorney must be able to multitask and manage a voluminous caseload. They will be responsible for designing and drafting various irrevocable trusts, such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, and more. They will also be involved in planning 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.

In addition to these duties, the Trusts & Estates Attorney will also be responsible for managing complex trust administrations, performing initial client intake calls, and performing legal research. They must also be organized and detail-oriented, with the ability to manage a team, set goals, and mentor others. Proficiency in MS Office Suite and a solid command of English are also required.

At JKZ LLP, we offer a competitive compensation and bonus program, along with various benefits, including fully paid medical insurance, dental and vision insurance, additional life and AD&D insurance, fully paid long-term disability and life insurance, and more. We also value work-life balance and offer paid time off, paid volunteer time off, and 11 paid holidays. We also support professional development by paying for State Bar and BASF dues and offering paid continuing education opportunities.

At JKZ LLP, we are committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate or tolerate harassment of any kind based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

As a Trusts & Estates Attorney at JKZ LLP, you will have the opportunity to work with high-net-worth clients and gain experience in complex trust administration. This is a great opportunity for a self-starter who is willing to learn and take initiative in a fast-paced and dynamic environment. Join our team at JKZ LLP and grow your career in the legal field.

Option for fully employer paid medical insurance, dental and vision insurance, additional life and AD&D 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

High-net-worth client planning, estate planning, drafting, research, communication, multitasking, team player, self-starter, time management, attention to detail

Juris Doctorate, LL.M. in Tax preferred

Interested candidates should submit their resume and cover letter to the contact person listed below.

Qualification and Experience Juris Doctorate, active member of California State Bar, expertise in federal and California state tax law, LL.M. in Tax preferred

Legal