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Trusts and Estates
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Trust Services Consultant
The candidate will work directly with internal and external partners to identify, develop and close new trust businesses and uncover opportunities to assist clients with additional assets. Collaborate with internal partners (e.g. Wealth Strategists, Schwab Charitable) to deliver presentations to clients and partners explaining the benefits of using a corporate trustee and the trust services provided. Partner and collaborate with teammates, partner...
Trusts and Estates Associate
The candidate ‘must have at least 5 years of demonstrated and focused trusts and estates experience to join our exceptional Trusts & Estates group in the San Diego office. The key criteria for consideration are: (1) solid California State Bar practice credentials; and (2) a stable employment history with focused experience in the Trusts and Estates practice area. Should have atleast 5 five years of experience in estate planning document draft...
The candidate should have excellent academic credentials and extensive experience in Trust and Estate law. Should have exposure to estate, gift and income tax planning, trusts and foreign legal entities and business succession plans. Bilingual (Spanish/English) is highly preferred. Experience counseling foreign-based individuals and businesses and an understanding of Latin American legal systems required.
San Diego office of our client seeks trust and estate associate attorney with experience. The candidate should have exposure to estate, gift and income tax planning, trusts and foreign legal entities and business succession plans. Bilingual (Spanish/English) is highly preferred. Experience counseling foreign-based individuals and businesses and an understanding of Latin American legal systems are required.
Private Client Services Tax Manager
The candidate will be responsible for the following job duties: Will work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide timely, high quality client service that meets or exceeds client expectations. Provide training, professional development, career mentorship and performance feedbac...
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks private client attorney with 4 years of trusts and estates experience. The candidate will be responsible for estate and trust administration and basic estate planning including the preparation of probate and administration proceeding papers, estate administration including payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust ...
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning and probate attorney with 5+ years of experience. The firm offers great benefits and in-person / at-office work arrangements are flexible.
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks a labor and employment attorney with 5+ years of experience. The firm offers great benefits and in-person / at-office work arrangements are flexible. Should be a member of the CA bar.
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 4 years of experience to deal with estate planning, business succession planning, and related matters. The candidate will participate in client conferences; draft estate planning documents; work with paralegals, fiduciary accountants, other attorneys, and clients in probate and trust administration; review gift tax returns, estate tax returns and fiduciary income tax returns; assist ...
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks trusts and estates associate attorney with 5+ years of experience in estate planning document drafting and estate administration. The candidate will have a desire to work as part of a team of attorneys and paralegals in estate planning, tax planning, and probate and trust administration matters. Must preferably have experience in drafting, preparing, and reviewing estate tax returns, gift tax returns, and t...
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks senior estate and gift tax associate attorney with 5+ years of experience in estate, gift and generation skipping transfer tax planning and drafting. The candidate must have a JD degree from a top-tier law school and already be licensed to practice law in the state of California, or are scheduled to take the California Bar exam in August 2022 with a reasonable expectation of passing the exam. An LL.M. degre...
San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks junior estate planning associate attorney with experience. The candidate should have excellent academic credentials, be licensed to practice law in the state of California and either have an LLM degree in Taxation or Estate Planning or a meaningful amount of work experience in estate planning for taxable estates.
Junior / Mid-level Trust & Estate Litigation Associate
The candidate will primarily work on trust and succession disputes and other fiduciary litigation, including disputes involving estate administration, elder abuse, accountings, fiduciary duties, conservatorships, and creditor's claims. Also work from time to time on other trust and estate administration or general commercial litigation matters. Should have Strong academic credentials (JD required). Must have 3+ years' ...
Mid/ Senior-level International Wealth Planning Associate
The candidate will be advising high net worth individuals and family businesses on tax, trust and estate, business succession matters. Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years' of relevant law firm experience. Should have strong drafting, writing and communication skills. Must have experience drafting wills and trusts and exposure to sophisticated wealth planning struc...