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
Trusts and Estates Associate
Candidates must have excellent academic credentials. Should have 2-4 years of experience in the Trusts & Estates practice at a nationally recognized law firm. Will be eager to contribute to a variety of Trusts & Estates matters, along with related Tax matters. Must have good interpersonal skills, and a strong client-team focused work ethic. read more
International Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu... read more
Seeking Attorney with 5-7 years of personal injury ligation experience. Candidate will work for plaintiffâ€™s law firm specializing in Elder Abuse/nursing home litigation looking for associate. Must have experience in Probate, Estate Planning, or Family Law. Must have 5 yearsâ€™ experience in personal injury civil litigation. Must have the following experience: Taken at least 20 depositions; Experience with expert depositions; Have significant law and motion exper...
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.
Attorney - Trust/Estate and Litigation
The candidate must have experience and a track record of success in the areas of Trust and Estates, Real Estate and Corporate cases. Should have transactional or litigation experience. Understanding of estate tax issues and excellent client relation skills; counseling clients on advanced planning tools including advising clients with tax-exempt organizations such as private foundations is required. Excellent critical thinking, problem...
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...
Estate Planning and Trusts Associate
The candidate will work on complex transactions in a professional office environment. Must have 5+ years of experience. LL.M. degree is required.
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Managing Director of Wealth Sustainability â€“ Ascent
Responsibilities: Work with families as a subject area expert in multigenerational consultancy including: estate planning, multigenerational planning, family governance, education, philanthropy, and trust and fiduciary advisory. Will participate with and be supported by a national advisory team containing tax, legal and financial planning professionals as well as professionals in the field of wealth and family dyna...
Wealth Advisor (SAFE) II
Duties: Responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within the bankâ€™s Fargo Wealth Management (WM). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insuranc...