Description:
Estate Planning AttorneyWe 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