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Experience with qualified retirement plans, nonqualified plans, equity plans and plans for tax-exempt entities. The ability to manage multiple assignments concurrently, a willingness to work across offices, and produce top quality work with minimal supervision. California bar admission is required. read more
The candidate works with Wealth Management Group (WMG) Advisors, to drive growth across the footprint, by developing and implementing strategies for new business development that support the WMG's priorities of driving new business, deepening relationships and cross-selling. Supports and is a resource to the Relationship Managers and other team members during the sales process. Monitors activities to ensure the rules of engagement ("protocols") are follow... read more
The candidate will be in charge of reviewing and drafting Revocable/Irrevocable Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, HIPAA documents, and more. Must be Licensed to practice law in California. Should have 2+ years experience in Estate Planning and Trust Administration. Probate experience preferred. Must have strong understanding of typical trust provisions with a knowledge of changes in estate tax law. Practical exper...
Los Angeles office of our client seeks lateral partner with 10+ years of civil litigation experience (complex business, commercial, real estate, IP or banking) or business, real estate and/or personal transactions (including estate planning and probate). The candidate must have $700,000+ in portable business.
Trusts & Estates Associate
The candidate should have 5 -7 years of experience to join the Taxation, Trusts & Estates department. Must have extensive experience in trust administration and providing proactive estate planning solutions for high net worth individuals and families. Significant experience in drafting estate planning documents, including wills, revocable trusts and powers of attorney is required. Strong academic credentials and admission to the State Bar of Cali...
Estate Planning Attorney, Contract
Candidate must be licensed to practice law in California, have 5+ years experience in drafting estate plans, pay close attention to the details, communicate effectively, enjoy building strong client relationships and are looking to work for or with a firm that has developed a collaborative, team-oriented culture.
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Trusts And Estate Attorney
The candidate must have 6-10 years of experience with high net worth families and substantial estates. Should have significant experience drafting estate planning documents from simple to complex, and in administering trusts and estates. Familiarity in dealing with contested/disputed (or potentially contested and disputed) trusts and estates and/or a book of portable business is a plus. Excellent analytical and writing skills, and strong interper...
Senior Development Officer
Duties: Reporting to the Vice President of Development and Donor Relations, the Sr. Development Officer works within the department to establish relationships with professional advisors to secure charitable gifts for the Community Foundation (Foundation). Responsibilities include identifying, developing, and managing relationships with professional advisors (financial advisors, CPAs, estate planning attorneys) to promote Foundation services and p...
Estate Planning Attorney, Contract
Candidate must be licensed to practice law in California, have 5+ years' experience in drafting estate plans, pay close attention to the details, communicate effectively, enjoy building strong client relationships and are looking to work for or with a firm that has developed a collaborative, team-oriented culture, has been voted the "Best Legal Company to Work for".
Head of Trust and Safety
The candidate will set a multi-year strategy for the Trust and Safety org, building and managing a team ultimately responsible for the execution of that strategy. Forge deep connections with Operations and Support teams by partnering closely with Execs and Leads across the company to develop and refine Trust and Safety strategy. Manage investigations teams and processes to help resolve safety issues and determine appropriate courses of action. Advo...