BCG Attorney Search
Private Wealth Associate Attorney
BCG Attorney Search, East Palo Alto, California, United States,
ProfileJob Overview:
A law firm in East Palo Alto, CA, is seeking a talented Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will handle sophisticated estate planning matters, trust and estate administration, estate and gift tax issues, and charitable planning for high-net-worth clients.Duties:Conducting client consultations to assess estate planning needs and goals.Drafting complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.Advising clients on wealth preservation and succession planning strategies.Handling trust and estate administration matters, including probate proceedings.Guiding charitable giving and tax-efficient wealth transfer strategies.Collaborating with senior attorneys on complex client matters and transactions.Researching and staying updated on changes in tax laws and regulations affecting estate planning.Requirements:Juris Doctor (J.D.) degree from an accredited law school.Admission to the California State Bar in good standing.2-8 years of experience practicing in the areas of estate planning and wealth management at a reputable law firm.Strong understanding of estate and gift tax laws, trust administration, and charitable planning.Excellent academic credentials focused on tax or estate planning coursework preferred.Demonstrated ability to manage multiple client matters and deadlines effectively.Exceptional written and verbal communication skills with a client-focused approach.Skills:Proficiency in drafting complex estate planning documents.Ability to analyze and interpret tax and estate planning laws.Strong research and analytical skills.Client service orientation with the ability to build rapport and trust.Detail-oriented with a commitment to accuracy and quality.Certifications:Certification in Estate Planning (e.g., Certified Trust and Financial Advisor - CTFA) preferred.
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A law firm in East Palo Alto, CA, is seeking a talented Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will handle sophisticated estate planning matters, trust and estate administration, estate and gift tax issues, and charitable planning for high-net-worth clients.Duties:Conducting client consultations to assess estate planning needs and goals.Drafting complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.Advising clients on wealth preservation and succession planning strategies.Handling trust and estate administration matters, including probate proceedings.Guiding charitable giving and tax-efficient wealth transfer strategies.Collaborating with senior attorneys on complex client matters and transactions.Researching and staying updated on changes in tax laws and regulations affecting estate planning.Requirements:Juris Doctor (J.D.) degree from an accredited law school.Admission to the California State Bar in good standing.2-8 years of experience practicing in the areas of estate planning and wealth management at a reputable law firm.Strong understanding of estate and gift tax laws, trust administration, and charitable planning.Excellent academic credentials focused on tax or estate planning coursework preferred.Demonstrated ability to manage multiple client matters and deadlines effectively.Exceptional written and verbal communication skills with a client-focused approach.Skills:Proficiency in drafting complex estate planning documents.Ability to analyze and interpret tax and estate planning laws.Strong research and analytical skills.Client service orientation with the ability to build rapport and trust.Detail-oriented with a commitment to accuracy and quality.Certifications:Certification in Estate Planning (e.g., Certified Trust and Financial Advisor - CTFA) preferred.
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