Attorney The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and transactional practice. Will involve in primary areas include estate and tax planning for high net worth individuals and families, estate administration, income tax, trans...
Job Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with the clients' goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate
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: Senior Trusts & Estates Litigation Attorney Job Responsibilities: The Senior Trusts & Estates Litigation Attorney is responsible for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The responsibilities include: - Reviewing and drafting communications, pleadings, and discovery documents. - Participating in mediations, mandatory settlement conferences, and trials or arbitrations. - Communicating effectivel
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: Associate Attorney Job Responsibilities: - Lead and oversee the probate team within the law firm, providing guidance and mentorship to both attorneys and paralegals. - Manage and handle a personal caseload of probate, estate planning, and litigation matters across California. - Refine and improve systems to ensure the practice operates efficiently and effectively. - Collaborate with a team of 10 attorneys, contributing to the growth and development of the firm. -
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: Attorney - Estate & Trust, Landlord - Tenant, Commercial Litigation Job Responsibilities: Estate & Trust (Probate and Trust Administration) - Prepare and file petitions, probate matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft California-compliant wills, trusts, powers of a
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: Remote Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations via Zoom or phone with warm, qualified leads. - Build trust and guide clients to move forward confidently with their estate plans. - Draft and review estate planning documents, including revocable living trusts, wills, powers of attorney, and healthcare directives. - Use Interactive Legal to generate accurate, comprehensive documents efficiently. - Collaborate with legal
Job Title: Trust & Estates Attorney Job Responsibilities: - Work directly with clients to design and implement comprehensive estate plans. - Advise high-net-worth individuals on complex estate tax planning needs. - Draft and review estate planning documents, including revocable and irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate planning experience
Job Title: Senior Estate Planning Attorney (Remote) Job Responsibilities: As a Senior Estate Planning Attorney at the law firm, you will be an integral part of a mission-driven team focused on providing high-quality estate planning and probate services. Your primary responsibilities will include: - Managing limited conservatorship cases, which involves drafting, filing, and representing clients in court. - Handling probate matters from initiation to conclusion, includi
Burlingame office of a **Members Only** Top Ranked Law Firm seeks trust and estates associate attorney with 3+ years of experience including complex estate, tax and wealth planning. The candidate will serve in estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning matters. Should have equivalent experience eli