Trusts and Estates Associate

Job Overview

A law firm seeks a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This role offers an exceptional opportunity for a senior-level associate or counsel with expertise in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with high-net-worth individuals, private foundations, and family offices.

Duties

• Advise clients on multi-generational wealth planning and tax optimization strategies.
• Draft complex estate plans, charitable gift agreements, and trust structures.
• Structure and implement strategic wealth transfer techniques.
• Counsel fiduciaries on post-death and ongoing trust administration.
• Advise on the characterization of community and separate property.
• Collaborate with clients and their advisors on large-scale planning projects.

Requirements

• Juris Doctorate from an accredited law school.
• Admission to and good standing with the California State Bar.
• Minimum of 6 years of relevant experience in private client services.
• Independent drafting experience with estate planning and trust documents.
• Superior oral and written communication skills.

Education

• Juris Doctorate from an accredited law school.

Certifications

• Admission to the California State Bar.

Skills

• Strong client relationship management.
• Proficient in drafting complex legal documents.
• Excellent communication and collaboration abilities.

Benefits

• Not specified in the source.

For eight decades, this full-service business law firm has been representing financial institutions, corporations, and business entities regionally, nationally, and internationally. Valuing each client relationship, the firm understands that client's success is the firm's success. The firm uses cutting-edge technology to deliver the best service and results in a timely manner for clients. The lawyers are accessible, resourceful, skillful, and adapt easily to change. They are also active members of the communities in which they live and work and sit on the boards of prominent organizations, and teach and lecture frequently. The firm's diversity of attorneys and staff provides clients with a greater array of creative talent and alternative thinking, benefiting all. The firm provides a platform for all to pursue success and to take pride in providing the highest quality of legal services for clients. The firm hires talented professionals who share a collaborative spirit and innovative approach to practicing law. The firm is consistently ranked among the leading law firms by Chambers and Partners, Best Lawyers, The Daily Journal, and the Los Angeles Business Journal. It is also ranked among the leading firms nationally by American Legal Media and the National Law Journal.