25 of the Most Important Facts That Attorneys, Law Students, and Partners Need to Know About Law Firm Politics
The BCG Attorney Search 2022 State of the American Lateral Law Firm Market Report
How Much Attention Should Attorneys Pay to the Level of Experience a Law Firm is Seeking in Job Postings?
Location California - Los Altos
Job ID P9JM207720
Estate & Tax Planning
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.
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.
228 Hamilton Ave, 3rd FloorPalo Alto,California 94301
Phone (650) 752-1500
Search best law firms
Submit Your Resume for Review
Register for Unlimited Access to BCG
Sign-up to receive the latest articles and alerts
Already a subscriber? Sign in here.