Private Client Associate Attorney Job in Rancho Santa Fe, CA Near Me - 160792 | BCGSearch.com

Private Client Associate Attorney

Type Full-Time

Location California - Rancho Santa Fe

Job ID CTWX160792

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 8 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Trusts and EstatesLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2019-05-25 07:46:08

Rancho Santa Fe office of our client seeks private client associate attorney with 3+ years of experience. The candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. Will work directly with clients to identify estate and succession goals and develop and implement related strategies including drafting complex estate and gift planning documents (ranging from revocable trusts to GRATs, ILITs, dynasty trusts to other wealth planning strategies). An LL.M. degree is a plus. Expertise preparing, researching and reviewing gift, estate and GST tax returns and the issues that arise in connection therewith is essential. Experience handling complex trust administrations and the issues that arise in connection with them, including valuation of assets, managing beneficiary expectations, and division and allocation of trusts are essential. Charitable tax and planned giving experience is a plus.

The candidate should have strong academic credentials (JD degree required). Strong project management, ability to balance a large number of competing priorities is needed. Ability to handle client matters independently, with minimal supervision is essential; attention to detail and team player is essential. Should have ability to develop and maintain long-term client relationships.

With offices across the US, Europe, and Asia-Pacific, this full-service firm has achieved outstanding results since 1986. The firm consists of 170 partners, over 510 lawyers, and around 1,200 staff globally. The team is bringing creativity, personality, and legal knowledge to the success of the whole firm.

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