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Los Angeles Book of Business A Plus 6+ years
Experience with high net worth families and substantial estates. The candidate must 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. read more
San Francisco 3 to 5 years
Experience for its Family Wealth practice. Experience commensurate with your level in estate succession planning for high-net worth individuals and business succession planning.
Family Wealth Associate
The candidate must have 4-6 years of experience for a Family Wealth practice. Should have experience commensurate with their level in estate planning for high-net worth and ultra high-net worth individuals, specifically with experience on cross-border issues.
Associate - Family Wealth
The candidate must have 4-6 years of experience. Should have experience commensurate with their level in estate planning for high-net worth and ultra high-net worth individuals, specifically with experience on cross-border issues.
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Director of Planned Giving
Duties: Manages a portfolio of high level planned giving prospects and confirmed planned giving donors; manages the work of an Assistant Director of Planned Giving and a Planned Giving Manager; works collaboratively with Philanthropy staff across the organization to cultivate, solicit and secure planned gifts; directs planned giving marketing for Trust; serves as a member of The Trustâ€™s Senior Philanthropy Operations Team which sets and le...
Estate Planning Associate
The candidate should have 5 - 6 years of experience. Strong drafting, writing, research and communication skills are needed. Experience drafting complex wills and trusts is needed. Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales...
Trusts & Estates Attorney
The candidate role will be advising high net worth and ultra-high net worth individuals and family businesses on tax, trust and estate, and business succession matters. The position will involve client contact, significant drafting of estate plan documents, and will include providing support to the firmâ€™s estate partners. Should have experience drafting complex wills and trusts. Must have strong academic credentials (J.D. required; LLM is a...
Estate Planning associate
The candidate must have 3-5 years of pqe. Should have experience commensurate with their level in estate succession planning for high-net worth individuals and business succession planning.
Estate Planning Associate
The candidate must have 6+ years of experience with estate planning and handling probates and trust administration. Should preferably have experience preparing estate tax returns and some background with estate and income tax planning. Top credentials are required.