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
Counsel 4 - Investment & Fiduciary Services
The candidate will provide legal support to company's Investment & Fiduciary Services lines of business in the areas of personal trust administration, fiduciary investments, probate and general fiduciary law. This role provides substantive legal advice on matters for senior management of the Corporation and its principal subsidiaries to assist them in planning and policy setting. Will represents the corporation and its subsidiari... 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.
Senior Wealth Planning Strategist
Duties: plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships. Develops new clients jointly with internal partners as well as individually with external sources. Work in conjunction with client service team to identify, evaluate, implement and administer financial planning strategies in serving ultra-high net worth client families. Provide support t...
Private Client Attorney
The candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. Skills and experience is required. Strong academic credentials (JD degree required; LLM is a plus). Strong drafting, writing, research and communication skills is essential.
Trusts and Estates/Private Client Associate
The candidate must have 4-10 years of experience to work with high net worth individuals and family businesses on tax, trust and estate and business succession matters. Experience drafting complex wills and trusts and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships and a variety of trusts. Attorney will be providing clients with long term wealth planning strategies. Knowledg...
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...
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Trusts / Estates Litigation Associate Attorney
The candidate must have California Bar Admission, 3-8 years of litigation experience and an interest in trust and estates litigation. Must be self-motivated, inspire client confidence and have excellent academic credentials as the firm prides itself on performing high quality and complex legal work in a cost efficient manner.
Trust Administration Officer II
The candidate will be responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and dut...
Associate Attorney â€“ Estate Planning
The candidate should have 8+ years of recent experience. Must 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. 1400 minimum billable hour requirement at...
Junior Mid level Tax And Wealth Planning Associate
The candidate should have 2-5 years of experience in tax . Experience with M&A is preferred. An LLM in Tax is a plus. Should have academics extremely high, and only top law school.