BCG Attorney Search
Private Wealth Associate Attorney
BCG Attorney Search, San Francisco, California, United States, 94199
ProfileJob Overview:
A law firm in San Francisco, CA, seeks a skilled Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will have a strong background in sophisticated estate planning techniques, trust and estate administration, estate and gift tax matters, and charitable planning.Duties:
Drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney.Advising clients on complex estate planning strategies and wealth transfer techniques.Handling estate and trust administration matters.Guiding on estate and gift tax issues.Developing and implementing charitable giving strategies.Collaborating with senior attorneys on client matters and projects.Requirements:
Juris Doctor (JD) degree from an accredited law school.Admission to the State Bar of California (active and in good standing).2-8 years of experience in private wealth planning and estate administration at a reputable law firm.Strong academic credentials.Excellent written and verbal communication skills.Ability to manage multiple priorities and meet deadlines effectively.Demonstrated commitment to client service and building strong client relationships.Skills:
Proficiency in estate planning software and legal research tools.Strong analytical and problem-solving skills.Attention to detail and accuracy in document preparation.Team player with the ability to work independently when necessary.Ethical and professional demeanor.
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A law firm in San Francisco, CA, seeks a skilled Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will have a strong background in sophisticated estate planning techniques, trust and estate administration, estate and gift tax matters, and charitable planning.Duties:
Drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney.Advising clients on complex estate planning strategies and wealth transfer techniques.Handling estate and trust administration matters.Guiding on estate and gift tax issues.Developing and implementing charitable giving strategies.Collaborating with senior attorneys on client matters and projects.Requirements:
Juris Doctor (JD) degree from an accredited law school.Admission to the State Bar of California (active and in good standing).2-8 years of experience in private wealth planning and estate administration at a reputable law firm.Strong academic credentials.Excellent written and verbal communication skills.Ability to manage multiple priorities and meet deadlines effectively.Demonstrated commitment to client service and building strong client relationships.Skills:
Proficiency in estate planning software and legal research tools.Strong analytical and problem-solving skills.Attention to detail and accuracy in document preparation.Team player with the ability to work independently when necessary.Ethical and professional demeanor.
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