Description:

Estate Planning Attorney
We are seeking a highly capable, motivated attorney to work on foundational estate planning.

Responsibilities and duties include:
  • Highly customized drafting of foundational estate planning documents
  • Meet with and advise clients on the proper design and structure of revocable living trusts
  • Research estate planning and other tax issues
  • Evaluate and coordinate/update template documents, letters, procedures

Requirements:
  • J.D. from an accredited law school; a member in good standing of the California Bar
  • 5-15 years of estate planning experience
  • Strong drafting skills and attention to detail
  • Strong knowledge of estate and gift tax
  • An LLM or strong background in tax law is preferred
  • Broad knowledge of corporate matters affecting closely held companies is helpful
  • Ability to interact comfortably with clients and management; interpersonal skills
  • Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
  • Ability to work both independently and as part of a team
  • Commitment to professionalism; flexibility as to the types of projects assigned