Job Title: Private Client Associate Job Responsibilities: - The associate will join the Private Client group and contribute to its growth and expansion. - Responsibilities include handling estate planning and estate and trust administration tasks. - The associate will be required to draft complex estate plans and prepare estate tax returns. - The role necessitates staying informed about relevant state and federal income and estate tax laws. - Providing high-quality client se
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 Overview A law firm seeks a mid to senior-level associate to join its Private Client group in Orinda. The ideal candidate will have significant experience in estate planning and trust administration, with a strong understanding of state and federal tax complex estate plans and prepare estate tax clients on estate planning and trust administration