Job Details

Estate Planning Senior Associate

Company name

Calleton, Merritt, De Francisco & Bannon, LLP

Organization Type

Law Firm

Job Type


Date Last Verified

Jun 07,2019

Valid Through

Sep 20,2019

Posted on

Aug 20,2018


USD 150000 Annually

Years of Experience

Min 10 yrs required


Pasadena, CA, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
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Estate Planning Senior Associate
Candidate will be responsible for the design, implementation and gift, estate, property, income and generation-skipping transfer tax analysis of estate and business plans with tax sensitive considerations, including charitable lead and remainder trusts, irrevocable insurance trusts, private foundations, partnership and corporation redemptions, dissolutions, mergers and transfers, buy-sell agreements, sales to defective trusts, real estate transfers, and grantor retained annuity trusts. Will be responsible for preparing federal gift and estate tax return and handling audits of such returns. The preparation of general estate planning documents (wills, trusts, durable powers of attorney, advance health care directives) will also be required.

Qualification and Experience

Qualifications: JD degree from an ABA accredited law school. Licensed (or willing to be licensed) to practice law in CA. 10+ years' experience in estate and tax planning. The Candidate will: have graduated at or near the top of his or her class and participated in a legal honor society (e.g., law review or law journal); have a transferrable book of business; have experience with sophisticated wealth transfer strategies including, buy-sell agreements, charitable foundations and trusts, irrevocable trusts, defective grantor trusts and grantor retained annuity trusts; exceptional attention to detail, excellent customer service, communication and organizational skills; demonstrate professionalism, be accountable and reliable, have the ability to prioritize tasks, and multitask in a high volume environment; respect and desire exacting standards regarding file setup, organization, database management, unique workflow systems, and overall accuracy of work and communication; recognize and solve complex problems as they arise; practice sound legal and business judgment; demonstrate highly proficient computer skills; be flexible and willing to learn new systems and practices; have excellent written and verbal communication skills; commit to a team approach; possess a sense of humor and empathy; have demonstrated leadership in his or her community; and possess excellent practice management, leadership, interpersonal relationship building, entrepreneurial and strong business development skills necessary to become partner.

Additional info

Send resume and a letter explaining interest. No faxes or phone calls, please.

Company info

Hiring Coordinator
Calleton, Merritt, De Francisco & Bannon, LLP
131 North El Molino Avenue
Suite 300
Pasadena, CA 91101

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