Senior Private Client Attorney Job in Los Altos, CA Near Me - 207720 | BCGSearch.com

Senior Private Client Attorney

Type Full-Time

Location California - Los Altos

Job ID P9JM207720

Skills Estate & Tax Planning

2021-04-16 09:44:13

Los Altos office of our client seeks senior private client attorney with 8 years of trusts and estates experience. The candidate will be responsible for estate and trust administration and basic estate planning including the preparation of probate and administration proceeding papers, estate administration including collection and valuation of assets, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041's prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning, preparation of basic estate planning documents such as wills and trusts. Must have experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries such as banks and trust companies. Must be admitted to the Bar.

Founded in 1995, this firm specializes in estate planning, probate, trust administration, conservatorships, and all related aspects of estate management. The firms' goals are to preserve wealth, minimize taxes, provide well-planned estate transfers, and avoid any family crises.

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The estimated salary for this position
is $322,857*.

$322.9 K