BCG Attorney Search
Trusts amp Estates Attorney
BCG Attorney Search, San Francisco, California, United States, 94199
Posted onNov 14, 2024Valid ThroughDec 14, 2024ProfileJob Overview
A law firm seeks an experienced Trusts & Estates Attorney to provide legal expertise in estate planning and trust administration for high-net-worth clients. This position, based in San Francisco, CA, involves designing and drafting complex irrevocable trusts, including Crummey trusts, intentionally defective grantor trusts, and irrevocable life insurance trusts. The ideal candidate is detail-oriented, a strong communicator, and able to manage multiple client engagements independently in a fast-paced environment.Duties
Meet or exceed minimum billable hours requirement.Design tailored estate plans for high-net-worth clients.Draft various types of irrevocable trusts, such as:
Crummey trustsIntentionally defective grantor trustsIrrevocable life insurance trustsCharitable split-interest trustsGrantor retained annuity trusts
Provide planning for:
Blended familiesGeneration-skipping transfer taxInternational estate and cross-border issuesFiduciary income tax mattersEstate and gift tax returns
Oversee complex trust administration processes.Conduct initial client intake and coordinate with CRM for engagement initiation.Perform thorough legal research and maintain up-to-date knowledge of relevant laws.Organize client files, manage client databases, and ensure document management system accuracy.Requirements
EducationJuris Doctorate (JD) degree.Active membership in the California State Bar.LL.M. in Taxation preferred.ExperienceMinimum of three (3) years of experience in estate planning and trust design for high-net-worth clients.Demonstrated ability to lead client meetings and manage client communications effectively.Proficiency in federal tax law and California state tax law.Skills
Strong analytical, research, and drafting skills.Excellent written and verbal communication skills.Proficiency in MS Office Suite, especially Word, Excel, and Outlook.Detail-oriented with superior organizational abilities.Ability to multitask and handle a high caseload in a dynamic environment.Collaborative team player, with the capacity to work independently and effectively mentor others.This law firm is an equal opportunity employer and prohibits discrimination and harassment based on any protected characteristic as defined by federal, state, or local laws.Company infoBCG Attorney Search1750 Montgomery St Fl 1San FranciscoCaliforniaUnited States 94111Phone :
(415) 464 6897Fax :
(213) 895-7306
#J-18808-Ljbffr
A law firm seeks an experienced Trusts & Estates Attorney to provide legal expertise in estate planning and trust administration for high-net-worth clients. This position, based in San Francisco, CA, involves designing and drafting complex irrevocable trusts, including Crummey trusts, intentionally defective grantor trusts, and irrevocable life insurance trusts. The ideal candidate is detail-oriented, a strong communicator, and able to manage multiple client engagements independently in a fast-paced environment.Duties
Meet or exceed minimum billable hours requirement.Design tailored estate plans for high-net-worth clients.Draft various types of irrevocable trusts, such as:
Crummey trustsIntentionally defective grantor trustsIrrevocable life insurance trustsCharitable split-interest trustsGrantor retained annuity trusts
Provide planning for:
Blended familiesGeneration-skipping transfer taxInternational estate and cross-border issuesFiduciary income tax mattersEstate and gift tax returns
Oversee complex trust administration processes.Conduct initial client intake and coordinate with CRM for engagement initiation.Perform thorough legal research and maintain up-to-date knowledge of relevant laws.Organize client files, manage client databases, and ensure document management system accuracy.Requirements
EducationJuris Doctorate (JD) degree.Active membership in the California State Bar.LL.M. in Taxation preferred.ExperienceMinimum of three (3) years of experience in estate planning and trust design for high-net-worth clients.Demonstrated ability to lead client meetings and manage client communications effectively.Proficiency in federal tax law and California state tax law.Skills
Strong analytical, research, and drafting skills.Excellent written and verbal communication skills.Proficiency in MS Office Suite, especially Word, Excel, and Outlook.Detail-oriented with superior organizational abilities.Ability to multitask and handle a high caseload in a dynamic environment.Collaborative team player, with the capacity to work independently and effectively mentor others.This law firm is an equal opportunity employer and prohibits discrimination and harassment based on any protected characteristic as defined by federal, state, or local laws.Company infoBCG Attorney Search1750 Montgomery St Fl 1San FranciscoCaliforniaUnited States 94111Phone :
(415) 464 6897Fax :
(213) 895-7306
#J-18808-Ljbffr