BCG Attorney Search
Senior Private Wealth Planning Associate Attorney
BCG Attorney Search, San Francisco, California, United States, 94199
Senior Private Wealth Planning Associate Attorney
Company nameBCG Attorney SearchExperience3-20 yrs requiredPosted onOct 31, 2024Valid ThroughNov 30, 2024Job Overview
A leading law firm seeks a senior-level Private Wealth Planning Associate to join its West Coast Private Wealth Planning Group in Los Angeles or San Francisco. This role involves advising high-net-worth clients on estate, gift, and GST tax planning strategies. Ideal candidates will have extensive experience in managing large projects, strong client interaction skills, and proficiency in estate planning for high-net-worth individuals.Duties
Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategiesDraft complex estate planning documents with a high degree of independenceManage large-scale client projects, ensuring effective communication and timely completionCollaborate closely with clients and their outside advisors on wealth planning solutionsConduct legal research and stay informed on changing tax laws relevant to estate planningRequirements
Minimum of five years of experience in high-net-worth wealth planningStrong independent drafting experience in estate planning documentsAbility to manage client relationships and interface effectively with advisorsEducation
Juris Doctor (JD)
from an accredited law schoolLL.M. in Tax or Estate Planning
preferred (or currently enrolled in a related program)Certifications
Licensed Attorney
in good standing with the California BarSkills
Excellent oral and written communication skillsStrong academic credentials and analytical abilitiesProven project management skills for handling large and complex client mattersIn-depth knowledge of estate, gift, and GST tax planningCompany infoBCG Attorney Search1750 Montgomery St Fl 1San FranciscoCaliforniaUnited States 94111Phone :
(415) 464 6897Fax :
(213) 895-7306
#J-18808-Ljbffr
Company nameBCG Attorney SearchExperience3-20 yrs requiredPosted onOct 31, 2024Valid ThroughNov 30, 2024Job Overview
A leading law firm seeks a senior-level Private Wealth Planning Associate to join its West Coast Private Wealth Planning Group in Los Angeles or San Francisco. This role involves advising high-net-worth clients on estate, gift, and GST tax planning strategies. Ideal candidates will have extensive experience in managing large projects, strong client interaction skills, and proficiency in estate planning for high-net-worth individuals.Duties
Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategiesDraft complex estate planning documents with a high degree of independenceManage large-scale client projects, ensuring effective communication and timely completionCollaborate closely with clients and their outside advisors on wealth planning solutionsConduct legal research and stay informed on changing tax laws relevant to estate planningRequirements
Minimum of five years of experience in high-net-worth wealth planningStrong independent drafting experience in estate planning documentsAbility to manage client relationships and interface effectively with advisorsEducation
Juris Doctor (JD)
from an accredited law schoolLL.M. in Tax or Estate Planning
preferred (or currently enrolled in a related program)Certifications
Licensed Attorney
in good standing with the California BarSkills
Excellent oral and written communication skillsStrong academic credentials and analytical abilitiesProven project management skills for handling large and complex client mattersIn-depth knowledge of estate, gift, and GST tax planningCompany infoBCG Attorney Search1750 Montgomery St Fl 1San FranciscoCaliforniaUnited States 94111Phone :
(415) 464 6897Fax :
(213) 895-7306
#J-18808-Ljbffr