Senior Attorney - Trusts amp Estates

Profile

Job Overview

A law firm in San Diego, CA seeks a Senior Attorney to lead complex trusts and estates matters. This role involves independent case management, client counseling, and staff supervision within a collaborative practice environment.

Duties

• Draft and review estate planning documents, probate petitions, and tax returns while representing clients in court hearings and mediations.



• Develop case strategies, manage diverse caseloads, and supervise paralegals and support staff to ensure timely and accurate work product.



• Advise clients on estate planning, trust administration, and dispute resolution, communicating complex legal and tax concepts clearly.



• Conduct legal research, analyze financial data, and coordinate with external professionals to address tax implications and asset distribution.



• Lead settlement negotiations, present evidence in contested matters, and draft agreements to resolve probate and trust issues.



• Mentor associates and staff, participate in business development activities, and maintain high standards of professional conduct.

Requirements

• Minimum of five to ten years of recent experience in trusts and estates practice.



• Active Member of the State Bar of California.



• Experience supervising or mentoring associate attorneys is preferred.

Education

• Advanced law degree, specialization, or approved certification in the practice area is preferred.

Certifications

• Active California State Bar membership required.

Skills

• Proficiency with NumberCruncher and law firm client management software is preferred.



• Strong legal research, writing, analytical reasoning, and strategic problem-solving abilities.



• Excellent command of English, including grammar, usage, form, and style.



• Proficiency in MS Office (Word, Excel, Outlook) and modern practice management software.



• Ability to remain composed and solution-oriented in high-pressure or emotionally charged situations.

Benefits

• Full-Time employment status.

Company info

BCG Attorney Search