Experienced Trusts and Estates Attorney

Job Overview

A law firm seeks an experienced Trusts and Estates Attorney in Burlingame, CA. This full-time role is ideal for a senior associate or lateral partner ready to manage client relationships transitioning from senior attorneys. The position involves sophisticated planning techniques for clients from Silicon Valley and beyond.

Duties

• Manage complex estate, tax, and wealth planning for high net worth individuals and families.
• Oversee estate administration, income tax, transfer tax, and charitable planning.
• Engage in pass-through entity and business succession planning.
• Collaborate with a team of lawyers, paralegals, and clients.
• Provide high-touch client service and responsiveness.

Requirements

• Minimum of 7 years of experience in estate planning.
• Expertise in Federal and California tax law.
• Licensed to practice in California.
• Strong communication, drafting, writing, research, and analytical skills.
• Ability to work independently and as part of a team.

Education

• Juris Doctor degree from an accredited law school.

Certifications

• California Bar License.

Skills

• Proficiency with technology and self-sufficiency in generating routine work products.
• Problem-solving skills and ability to work under pressure.
• Financial background pertinent to client base and transactions.

Benefits

• Competitive compensation based on experience.

This law firm is dedicated to offering families and individuals the best experience in financial related matters. Their areas of practice include estate planning, trusts, wealth transfer, fiduciary litigation, and estate. The firm is located in Burlingame, CA.