Experienced Trusts and Estates Attorney

Profile

Job Overview

A law firm seeks an experienced Trusts and Estates Attorney in Burlingame, CA. This full-time role is ideal for a senior associate or lateral partner ready to manage client relationships transitioning from senior attorneys. The position involves sophisticated planning techniques for clients from Silicon Valley and beyond.

Duties

• Manage complex estate, tax, and wealth planning for high net worth individuals and families.
• Oversee estate administration, income tax, transfer tax, and charitable planning.
• Engage in pass-through entity and business succession planning.
• Collaborate with a team of lawyers, paralegals, and clients.
• Provide high-touch client service and responsiveness.

Requirements

• Minimum of 7 years of experience in estate planning.
• Expertise in Federal and California tax law.
• Licensed to practice in California.
• Strong communication, drafting, writing, research, and analytical skills.
• Ability to work independently and as part of a team.

Education

• Juris Doctor degree from an accredited law school.

Certifications

• California Bar License.

Skills

• Proficiency with technology and self-sufficiency in generating routine work products.
• Problem-solving skills and ability to work under pressure.
• Financial background pertinent to client base and transactions.

Benefits

• Competitive compensation based on experience.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306