Senior Trusts and Estates Attorney

Job Overview

A law firm seeks a Senior Trusts and Estates Attorney in San Francisco, CA. The ideal candidate will have a minimum of five years of experience in designing estate plans for high-net-worth clients, including drafting various irrevocable trusts and managing complex trust administrations. This role requires strong analytical, communication, and drafting skills, with the ability to work independently and collaboratively in a fast-paced environment.

Duties

• Design plans for high-net-worth clients.
• Draft irrevocable trusts, including Crummey trusts and grantor retained annuity trusts.
• Plan for blended families and international estate issues.
• Manage complex trust administrations.
• Conduct initial client intake calls.
• Perform legal research and manage client files.
• Oversee and mentor associate attorneys and legal support staff.

Requirements

• Juris Doctorate.
• Active member of the California State Bar.
• Expertise in Federal and California state tax law.
• Prior experience leading client meetings and managing communications.

Education

• Juris Doctorate.
• LL.M in Tax preferred.

Certifications

• Active member of the California State Bar.

Skills

• Proficient in MS Office Suite, especially Word, Excel, and Outlook.
• Excellent command of English, including spelling and grammar.
• Organized and detail-oriented.
• Ability to manage a team and mentor others.
• Strong communication skills and ability to work well both independently and in a team.

Dedicated to delivering convenient and thoughtful solutions in tax, family law, and estate planning, this firm's team serves clients throughout California. A compassionate approach and diversity of experience add to the professional readiness obtained by this firm. In addition to active community involvement, this company opposes discrimination of all sorts and offers opportunities for prosperous professional growth.,