Description:

Position Overview:
The Law Clerk will work directly with attorneys on a variety of estate planning, tax, and business matters. This position is designed to provide meaningful exposure to the legal research, analysis, drafting, and client work involved in a sophisticated estate, business, nd tax planning practice.

Assignments will be tailored to the clerk's experience and may become progressively more substantive as the clerk develops familiarity with the firm's practice.

Responsibilities:
The Law Clerk's responsibilities may include:

Conducting legal research on federal and California estate, gift, income, and business tax issues;
Researching estate planning, trust administration, probate, and business law issues;
Preparing legal research memoranda and written analyses;
Assisting attorneys with the preparation and review of wills, trusts, powers of attorney, advance health care directives, and related estate planning documents;
Assisting with sophisticated estate and tax planning matters, including research regarding wealth transfer strategies and trust structures;
Assisting with business planning and entity matters involving corporations, limited liability companies, partnerships, and closely held businesses;
Researching and assisting with business formations, reorganizations, ownership and governance matters, and succession planning;
Reviewing and summarizing statutes, regulations, cases, IRS guidance, and other legal authorities;
Assisting in drafting correspondence, internal memoranda, agreements, resolutions, and other legal documents;
Organizing and analyzing information relevant to client planning matters; and
Supporting attorneys with other substantive legal projects as needed.

Qualifications:
Candidate must be currently enrolled and in good standing in a J.D. program at an accredited law school and must remain enrolled as a law student during the period of employment.

Prior experience in estate planning, taxation, or business law is helpful but is not required.

The ideal candidate will have:

Strong legal research, analytical, and writing skills;
Excellent attention to detail;
Strong organizational and time-management skills;
Intellectual curiosity and an interest in learning complex areas of law;
The ability to communicate clearly and professionally;
Sound judgment and discretion when handling confidential client information;
The ability to work independently while asking appropriate questions and incorporating feedback; and
An interest in estate planning, taxation, business planning, or related areas.
Coursework in Federal Income Tax, Estate and Gift Tax, Trusts & Estates, Business Associations, or similar subjects is a plus but is not required.

Schedule:
This is a part-time position with a set weekly schedule, structured around the student's law school commitments. Specific days, hours, and anticipated weekly hours will be discussed during the interview process.

What the Position Offers
This position provides an opportunity for a law student to:

Gain substantive experience in estate, tax, and business planning;
Work directly with attorneys in a boutique-firm environment;
Develop practical legal research, writing, drafting, and analytical skills;
See how legal, tax, family, and business considerations intersect in real-world planning;
Receive feedback and mentorship while developing professional judgment; and
Build experience in practice areas that are often difficult for law students to encounter through traditional litigation-focused clerkships.

To Apply:
Please submit a resume and brief cover letter describing your interest in the position and any relevant coursework, work experience, or interest in estate planning, taxation, or business law.

A writing sample and law school transcript may be requested during the interview process.