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
ASSOCIATE ATTORNEY POSITION: TRUSTS AND ESTATES ATTORNEY
South Bay (LA) law firm seeking a trusts and estates attorney for local, sophisticated business, real estate and estate planning practice. Must have a minimum of two years serious prior experience in estate planning and administration.
We are looking for attorneys who can not only provide excellent work but want to interact with clients and build or add to a book of business over the medium to long... read more
Associate Attorney (Entry Level)
The candidate will join a firm that practices estate, trust and conservatorship administration and litigation matters. 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...
Los Altos office of our client seeks shareholder/of counsel with experience. The candidate will serve in the areas of real estate, trusts and estates, intellectual property, corporate, employment, tax and litigation. Portable book of business is strongly preferred.
The candidate will teach in the area of Wills and Trusts. Should have a J.D. degree, be a member of the Bar in good standing and have exemplary professional experience in the substantive area of law covered by the course.
Application Period: April 1, 2018 to March 31, 2019.
The candidate administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to...
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Wealth Planner II
The candidate supports the Senior Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning,...
Estate Planning Attorney
The candidate will work on advanced estate and income tax planning matters. Develop foundational estate plans for clients, including office meetings, phone calls, correspondence, research, and document drafting. Evaluate and coordinate/update template documents, letters, procedures.
Estate Planning Attorney
The candidate will provide legal representation to clients, assessing the facts and issues of each scenario and counseling clients appropriately. Responds to client concerns in order to increase and retain business. Participates in industry organizations and affiliated committees in order to increase firmâ€™s visibility in the community and within the industry. Represents the firm internally and externally. Demonstrates strong legal research a...
Estate Planning Associate
The candidate must have 3+ years of experience. Should preferably have an accounting background and/or an LL.M. in taxation. Excellent academics and writing skills are required. California Bar admission, or ability to sit for California Bar exam, is required.