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
Associate - Private Client Services
Duties: Serve as members of various client service teams. Experienced Associates receive both formal and on-the-job training to hone and develop their technical skills. In addition to the preparation of tax returns, will participate in the tax planning and consultation process for clients. Responsible for basic tax research. read more
WM Senior Fiduciary Administrator 3
The candidate performs duties which include setting up, administering, terminating and distributing complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with clients, WF partners and centers of influence as well as external resources, e.g. accountants or attorneys, who are related to the client accounts as part of d... read more
Associate Attorney/ Probate Attorney Trainees
Candidate will: Work closely with firm members and clients (in writing, in person and by telephone) to ascertain and modify client goals, collect evidence, answer questions about law, facts, procedures and case status; Guide clients through probate, trust and conservatorship administration and litigation matters; Conduct legal research and develop strategies; Draft discovery plans, client letters, opinion letters, demand letter...
City of Industry office of our client seeks probate attorney with 3-5 years of experience in probate, conservatorships and/or trust administration/litigation.
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Associate Estate Planning Attorney
The candidate will join Estate planning law firm. Should have 1+ year of experience as a practicing attorney. Tasks include: client consultation meetings and document review, asset splits, funding of subtrusts, Form 706 filings, and probate and court petitions. Entails significant client contact, and requires strong communication and interpersonal skills.
Torrance office of our client seeks estate planning associate attorney with 1+ year of experience. The candidate will serve in client consultation meetings and document review, asset splits, funding of subtrusts, Form 706 filings, and probate and court petitions. Will have significant client contact.
Probate & Trust Litigation Associate Attorney
The candidate will be responsible for handling all aspects of civil litigation including drafting petitions, complaints, motions, discovery and other pleadings. Hands-on case responsibility including regular court work. Will focus on practice in the areas of probate, trust, conservatorship, estate, real estate and fiduciary litigation. Admission to the California Bar or have passed the California Bar and have admission pending ...
Los Altos office of our client seeks shareholder/of counsel with experience. The candidate will serve in the areas of real estate, trusts and estates, intellectual property, corporate, employment, tax and litigation. Portable book of business is strongly preferred.