Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust administration and sophisticated estate planning for high net worth individuals and families. - Drafting complex estate planning documents, including both revocable and irrevocable trusts. - Collab
Associate Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies tailored to their individu
Job Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which encompasses comprehensive succession and estate planning strategies, family office formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions, fund formation, and entity stru
Job Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. - Collaborate with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years of law fir
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The role involves complex trust administration and re
Job Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from start to finish, which involves the initial interview, plan design and drafting, review and discussion with the client
Job Title: Litigation Attorney Job Responsibilities: - Manage all phases of litigation from inception through resolution, including pleadings, discovery, motion practice, settlement negotiations, and trial preparation. - Conduct comprehensive legal research utilizing tools such as LexisNexis and Westlaw to support case strategies and ensure compliance with applicable laws and regulations. - Draft clear, persuasive legal documents including briefs, memoranda, pleadings, cont
Job Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The Mid-Level Trust & Estate Transactional Associate will be part of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments. - Engaging in sophisticated estate planning and trust administration. - Applying c
Job Title: Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner Job Responsibilities: - Advise ultra-high-net-worth individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection structures, trust administration, business succession planning, and charitable and philanthropic strategies. - Draft and implement a wide range of planning documents, including revocable and irrevocable trusts, generatio
Job Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute resolution. Key responsibilities include: - Leading complex initiatives with broad impact
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large
Job Title: T&E Senior Level Attorney with in EP or Tax Job Responsibilities: - Confer with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques. - Counsel clients about possible strategies to reach objectives. - Draft estate plans and trust administration documents (sometimes basic, sometimes advanced) to implement strategies. - Work
Job OverviewMultiple leading law firms across the United States — including Am Law firms, respected mid-sized practices, boutique private-client groups, and wealth-focused practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. Demand for sophisticated estate planning and administration work is rising sharply as high-net-worth individuals, families, and business owners seek advanced g
Job OverviewMultiple leading law firms across the United States — including private client boutiques, mid-sized firms, and Am Law practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. With unprecedented wealth transfer underway and record client demand for sophisticated estate planning, firms are expanding their private client groups nationwide.If you have experience in trust
A law firm in San Francisco, CA, is seeking a dedicated Estate Planning/Estate Administration Attorney to join their team. The successful candidate will focus on foundational estate planning and occasionally oversee probate and trust administration matters. This role involves designing comprehensive estate plans, providing exceptional customer service, and collaborating with the firm's founder on estate plan drafting and updates. The position requires a mindset conduci
