Senior Attorney - Estate Planning
The candidate must have 5+ years of recent experience and will have experience designing plans for high net worth clients and designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. Requires superior analytical, communication, draft... read more
The candidate will be responsible for continuously engaging in new business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver Vivaldi’s services to high net worth and/or ultra-high net worth prospects and clients. Remain as the ongoing relationship manager for a specific portfolio of clients and ensure every client has a positive experience. Utilize interactive ... read more
Probate Litigation Associate Attorney
The candidate will work in the following practice areas: estate planning, trust administration, probate and family law. Must have 5+ years' experience in civil litigation, preferably with probate and trust litigation experience, to join our growing probate and trust administration litigation department. Must have proficiency in California Rules of Court and local rules. Knowledge of the California probate and trust administration proce... read more
The candidate work at Trust & Probate Litigation, & Administration Law Firm. Should have experience in practice areas, strong writing skills, experience in propounding and responding to discovery, research skills, have an innate attention to detail, a high level of integrity, and a strong work ethic.
Part Time Adjunct Professor-Wills & Trusts
The candidate will be responsible for planning and presenting the material assigned for their courses, seminars or clinics; establishing specific requirements and making them known to students; recommending texts; grading examinations and papers; submitting grades in a timely fashion; and explaining grades to students. Should have a JD, LLM., PhD or comparable degree and 5+ years of professional experience in the related subject m...
San Francisco office of our client seeks senior estate planning attorney with 5+ years of experience. The candidate should have experience designing plans for high net worth clients and designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. Expertise in Federal tax ...
San Francisco office of our client seeks probate litigation associate attorney with 5+ years of experience. The candidate will manage, train and work with paralegals and legal assistants. Should have experience in court appearances and drafting of motions, discovery. Partner-track candidates are encouraged to apply. Proficiency in California Rules of Court and local rules are needed. Knowledge of the California probate and trust administration process is preferred. Bilingua...
Seeking Associate – Private Client/Exempt Organizations Practice with 4+ years of experience in counseling nonprofit organizations. The candidate must have knowledge of and substantial relevant experience with a particular focus on the corporate and tax laws applicable to nonprofit tax-exempt organizations. Will require work on entity formation, governance, mergers, consolidations and dissolutions, tax planning, IRS audits and compliance, for a variety of types of organiz...
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San Francisco office of a BCG Attorney Search Top Ranked Law Firm is actively seeking associates to join our Private Client/Exempt Organizations Group. The candidate will work on entity formation, governance, mergers, consolidations and dissolutions, tax planning, IRS audits and compliance, for a variety of types of organizations including private foundations, public charities, social welfare and trade associations, and charitable trusts. Should have 4+ years of experience ...
San Francisco office of a BCG Attorney Search Top Ranked Law Firm is actively seeking associates to join our Private Client Group. The candidate will work and assist in all private client industry group matters, and assist on family office legal work. Will perform research across a wide range of subject areas (not just traditional tax and estate / gift matters) and synthesizing information to come up with bottom-line recommendations. Help family office clients and other mem...
The candidate will be responsible for performing research across a wide range of subject areas (not just traditional tax and estate / gift matters) and synthesizing information to come up with bottom-line recommendations. Helping family office clients and other members of the private client industry group “issue-spot” and then shepherd the work all the way from issue-spotting to completion. Coordinating and implementing work done by outside counsel in other j...
The candidate must have 3–4 years of experience at a large law firm and solid experience advising private equity funds and their portfolio companies with respect to sophisticated public or private acquisitions, growth investments and other similar transactions, as well as general corporate matters, including governance and securities law compliance matters. Should have excellent academic credentials and strong analytical, written, verbal and interpers...
Director - Private Client Services
The candidate will oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Will plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Conduct ... read more
Burlingame office of our client seeks litigation associate attorney with 3-4 years of experience and an interest in trust and estates litigation. The candidate should have California Bar Admission. read more
Duties: Be a key member of growing Legal and Grants team, focused on supporting affiliated private foundation. Collaborate with teams to help ensure activities and grantmaking are in compliance with applicable laws and regulations, and will advise internal partners accordingly. Will be critical to furthering strategic mission and operational goals, and be the point person for day-to-day management of legal issues. Drive the development of systems, polic... read more