Attorney with 4+ years of trust and estate experience Job in Burlingame, CA Near Me - 118489 | BCGSearch.com

Attorney with 4+ years of trust and estate experience

Type Full-Time

Location California - Burlingame

Job ID ESA9118489

Experience Level Midlevel Associate

Job Experience Min. 4 - Max. 8 Years

Ranking 2 : Consumer and/or Business $$

Estimated Salary Consumer Facing Firm Salary-Tend to Be on Lower End in Market (Varies by Firm)

Practice Areas Trusts and EstatesTax - GeneralLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2017-06-01 09:52:43

Burlingame office of our client seeks associate attorney with 4+ years of experience as a tax and/or trust and estate attorney. The candidate will provide counsel to individual and multi-generational family group clients in the areas of gift and estate tax and income tax compliance; charitable giving; and tax planning, including transfer (estate and gift), income, and property taxes. Will perform transfer tax advocacy before the IRS Estate and Gift Tax division. Develop intergenerational dynastic trust planning for high net worth individuals. Advise on the formation and capitalization of family business succession entities, including partnerships, LLCs and closely-held corporations. Assist with the formation and counseling of tax-exempt organizations, including public charities and private foundations. Provide clients with guidance on client charitable split interest trust planning and real property transfer, including entity formation, succession and transfer tax-sensitive family transactions and property disposition. Counsel on general estate planning and wealth transfer matters. Should have financial background in tax law to advise individual and family group clients. Knowledge of Federal and California tax law is required. Proficiency in Lexis Nexis, Westlaw, RIA Checkpoint, and CCH Intelliconnect is needed. California Bar membership is a must.

This law firm is dedicated to offering families and individuals the best experience in financial related matters. Their areas of practice include estate planning, trusts, wealth transfer, fiduciary litigation, and estate. The firm is located in Burlingame, CA.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

Similar Jobs Near Me

View All Listings

Trust and Estates Associate Attorney

 California - Burlingame

Burlingame office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estates associate attorney with 3+ years of experience including complex estate, tax and wealth planning. The candidate will serve in estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable plann....

View Job Post