Description:
AV-rated north bay firm Friedemann Goldberg Wargo Hess LLP seeks Associate Attorney to join our trust and estate practice.Key Responsibilities:
- Estate Planning: Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives.
- Tax Planning: Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning.
- Trust Administration: Advise beneficiaries and trustees on the administration of trusts, including preparing trust accountings, ensuring compliance with trust terms, managing trust assets, and related income and transfer tax issues.
- Probate: Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries.
- Client Relations: Build and maintain strong relationships with clients, offering ongoing legal advice and support tailored to their specific needs.
Qualifications:
Successful candidate would possess the following:
- License to practice law in California with no record of discipline
- 1-6 years of experience in Trusts and Estates in California
- Candidates with knowledge and experience in (or an interest and willingness to learn) one or more of the following will pique our interest:
- Related business and real property issues
- Tax Expertise
- Willingness to take on increasing responsibility, possess excellent writing and communication skills, as well as technical expertise
- Superior analytical, communication, drafting, writing, research skills, and the ability to work both independently and as part of a team
- Enthusiastic, collaborative, and thoughtful
- Ties to or an interest in living in Sonoma County are preferred
