Job Details

Estate Planning Professional Support Lawyer

Company name

BCG Attorney Search

Organization Type


Job Type


Valid Through

Oct 10,2019

Years of Experience

2-7 yrs required


San Diego, CA, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
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San Diego office of our client seeks professional support lawyer with 3-5 years of estate planning/ trusts and estates experience. The candidate will primarily support the firm's Private Client and Tax attorneys. Will work with PSLs and attorneys in other offices to ensure firm-wide sharing of knowledge and information. Support the West Coast Forms Committee in ensuring the creation and ongoing maintenance of internal standard form documents to suit the needs of the Private Client and Tax team. Active involvement in the creation and updating of internal standard form documents using Contract Express. Ensure that essential knowledge content for the PCT teams (such as standard forms, knowhow and precedent documents) is easily accessible to attorneys via the firm's intranet and Knowledge Search Portal. Taking the lead on internal projects to create, collate and share 'white paper' summaries of key concepts for dissemination to clients. Provide legal technical input for external marketing materials such as stop press alerts, articles, presentations, blog posts or tweets. Create client bulletins on important developments in case law, statute and market practice. Look for opportunities to collaborate with PSLs and attorneys in other Divisions and offices in order to cross-sell services and create global collections of knowledge. Keep track of market developments within knowledge management and maintain awareness of what other firms are doing. Look for opportunities to streamline processes and create efficiencies in the delivery of client advice . Must be admitted to practice law in the United States preferably California. Familiarity with drafting complex estate and gift planning documents (ranging from revocable trusts to GRATs, ILITs, dynasty trusts to other wealth planning strategies) is essential. Exposure to gift, estate and GST tax returns and the issues that arise in connection therewith is needed. Must have experience with contributing to knowledge sharing initiatives within the legal sector (as a Knowledge Lawyer / Professional Support Lawyer or as an attorney). Experience using Contract Express or similar document automation tools is desired.

Company info

BCG Attorney Search

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