Associate Attorney - Estates and Trusts Job in San Francisco, CA Near Me - 379401 | BCGSearch.com

Associate Attorney - Estates and Trusts

Type Full-Time

Location California - San Francisco

Job ID K2WR379401

Experience Level Junior Associate

Job Experience Min. 2 - Max. 5 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Tax - GeneralProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2025-06-26 10:08:09
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Job Overview

A law firm seeks an experienced Associate Attorney for their Estates and Trusts practice group in San Francisco, CA. The ideal candidate will have 2-5 years of experience in probate, trust administration, and estate and income tax planning, particularly with high-net-worth individuals and families.

Duties

  • Represent trustees, executors, heirs, and beneficiaries in probate and trust administrations.
  • Counsel clients on suitable estate plans and gifting strategies.
  • Draft necessary documents to implement estate plans.
  • Advise high-net-worth clients on estate, gift, and GST tax planning strategies.
  • Manage large-scale client projects with effective communication.
  • Collaborate with clients and their advisors on wealth planning solutions.
  • Conduct legal research and stay informed on tax law changes.
  • Run post-mortem trust administrations independently.

Requirements

  • Minimum of 3 years handling estate planning and trust administration for taxable estates.
  • Solid skills in gift, estate, and GST tax planning.
  • Proven ability to manage a busy practice independently.
  • Interest in team success and mentorship of junior members.
  • Practical problem-solving approach and resourcefulness.

Education

  • Juris Doctor (JD) from an accredited law school.

Certifications

  • Admitted to and in good standing with the California Bar.
  • L.L.M. in Taxation, desired.

Skills

  • Ability to draft complex estate planning documents independently.
  • Expertise in advising fiduciaries and managing trust administrations.
  • Strong communication and client interaction skills.
  • Commitment to continuous learning and skill development.

Benefits

  • Substantial client interaction and responsibility.
  • Opportunity to join a dynamic team and expand experience in a fast-paced environment.

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.

Date Last Confirmed

06-26-2025

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