Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This role offers an exceptional opportunity for an experienced attorney with a strong background in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with high-net-worth individuals, private foundations, and family offices.

Duties

• Advise clients on multi-generational wealth planning and tax optimization strategies.
• Draft complex estate plans, charitable gift agreements, and trust structures.
• Structure and implement strategic wealth transfer techniques.
• Counsel fiduciaries on post-death and ongoing trust administration.
• Advise on the characterization of community and separate property.
• Collaborate with clients and their advisors on large-scale planning projects.

Requirements

• Juris Doctorate from an accredited law school.
• Admission to and good standing with the California State Bar.
• Minimum of 6 years of relevant experience in private client services.
• Independent drafting experience with estate planning and trust documents.
• Superior oral and written communication skills.

Education

• Juris Doctorate from an accredited law school.

Certifications

• Admission to the California State Bar.

Skills

• Strong client relationship management.
• Excellent communication and drafting skills.

Benefits

• Not specified in the source.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306