The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration.
The Senior/Mid Trusts & Estates Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member.
This is a very fast paced environment, and the Senior/Mid Trusts & Estates Attorney must be able to multitask and manage a voluminous caseload.
This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.
In addition to the above, the Senior/Mid Trusts & Estates Attorney may also be responsible for reviewing and overseeing the work product of associate attorneys, delegating assignments, mentoring, and training of associate attorneys and legal support personnel in the Trusts & Estates department.
Essential Duties and Responsibilities, Including but Not Limited To:
Meet or exceed minimum billable hours requirement
Design plans for high-net-worth clients
Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
Manage complex trust administrations
Perform initial client intake calls and shepherd the CRMs through engagement
Perform legal research
Manage and organize client files as well as keep client database and document management system up to date.
Requirements:
Education and Experience
Juris Doctorate
Active member of California State Bar
Expertise in Federal tax law and California state tax law required
LL.
M.
in Tax preferred
Prior experience taking the lead role in client meetings
Prior experience managing client communications and expectations
Knowledge, Skills & Abilities
Proficient in MS Office Suite with an emphasis on Word, Excel and Outlook
Solid command of English including excellent spelling, grammar, punctuation, form and style.
Organized and detail oriented
Ability to manage a team, set goals and mentor others
Ability to communicate clearly and work well with a team and individually
In addition to a competitive compensation and bonus programs:
Option for fully employer paid medical insurance
Dental, Vision, additional life, AD&D and other employee paid insurances
Fully paid Long Term Disability and Life Insurance
Paid State Bar and BASF dues
Paid Continuing Education
Paid Time Off
Paid Volunteer Time Off
11 Paid Holidays
401(k) Plan
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