Trusts And Estates Attorney

Job Overview: A law firm in San Francisco, CA, seeks a Trusts And Estates Attorney to join their team. The ideal candidate will be responsible for designing plans for high-net-worth clients, drafting various irrevocable trusts, managing complex trust administrations, and providing expert legal advice on tax matters.

Duties:

• Meet or exceed minimum billable hours requirement
• Design plans for high-net-worth clients
• Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor-retained annuity trusts.
• Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns
• Manage complex trust administrations.
• Perform initial client intake calls and shepherd the CRMs through engagement.
• Perform legal research
• Manage and organize client files as well as keep client database and document management system up to date

Requirements:

• Juris Doctorate
• An active member of California State Bar
• Expertise in Federal tax law and California state tax law is required
• LL.M. in Tax preferred
• Prior experience taking the lead role in client meetings
• Prior experience managing client communications and expectations
• 3 years of recent experience designing plans for high-net-worth clients, including designing and drafting various types of irrevocable trusts, as well as experience in complex trust administration
• Superior analytical, communication, drafting, writing, and research skills
• Proficient in MS Office Suite with an emphasis on Word, Excel, and Outlook
• Solid command of English, including excellent spelling, grammar, punctuation, form, and style
• Organized and detail-oriented
• Ability to manage a team, set goals, and mentor others
• Ability to communicate clearly and work well with a team and individually

Location: San Francisco, CA

Benefits offered:

• Option for fully employer-paid medical insurance
• Dental, Vision, additional life, AD&D, and other employee-paid insurance
• Fully paid Long Term Disability and Life Insurance
• Paid State Bar and BASF dues
• Paid Continuing Education
• Paid Time Off
• Paid Volunteer Time Off
• 11 Paid Holidays
• 401(k) Plan

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.,