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Experience with qualified retirement plans, nonqualified plans, equity plans and plans for tax-exempt entities. The ability to manage multiple assignments concurrently, a willingness to work across offices, and produce top quality work with minimal supervision. California bar admission is required. read more
Probate Attorney Trainee
Trainees will learn how to: Work closely with firm members and clients (in writing, in person and by telephone) to ascertain and modify client goals, collect evidence, answer questions about law, facts, procedures and case status; Guide clients through probate, trust and conservatorship administration and litigation matters; Conduct legal research and develop strategies; Draft discovery plans, client letters, opinion letters, demand letters, settle...
The candidate works with Wealth Management Group (WMG) Advisors, to drive growth across the footprint, by developing and implementing strategies for new business development that support the WMG's priorities of driving new business, deepening relationships and cross-selling. Supports and is a resource to the Relationship Managers and other team members during the sales process. Monitors activities to ensure the rules of engagement ("protocols") are follow...
University Legal Counsel
The candidate will manage all legal matters for the University and is also responsible for overseeing the Associate Legal Counsel. Will report for employment purposes to the Vice President of University Operations and Finance but also has direct reporting responsibilities to the President and Board of Trustees. Responsible for managing all legal matters for the University. Provide a high level of professional legal service by representing and advis...
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Estate Planning Attorney
The candidate will develop foundation estate plans for clients, including office meetings, phone calls, correspondence, research, and document drafting. Work on advanced estate and income tax planning matters. Evaluate and coordinate/update template documents, letters, procedures. Attend continuing education seminars and study on own. Prepare for and participate in firm-sponsored seminars. JD degree from an accredited law school; a member in good s...
Private Client Advisor II
The candidate leads client team members and partners with other internal specialists to provide clients access to the full array of **MEMBERS ONLY**SIGN UP NOW***. capabilities and services, as required to meet specific needs. Reports to the Market Executive. Responsible for driving new business development for target client segment ($3MM++ investable assets) Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that en...