We are seeking a motivated and detail-oriented Associate Attorney with at least three years of transactional legal experience to support our business transactions and estate planning practices. This role will focus on business entity formation and structuring, transactional document drafting, corporate governance, and matters involving closely held businesses, with opportunities to collaborate on estate planning, wealth preservation, and business succession matters.
The ideal candidate is a thoughtful problem-solver who exercises sound judgment, takes initiative, and produces high-quality work. Candidates should have a working knowledge of limited liability companies (LLCs) and other closely held business entities, along with strong legal writing, analytical, and drafting skills.
Prior estate planning experience is preferred but not required. We welcome candidates with a strong background in business law, corporate transactions, or entity structuring who are interested in expanding their experience into estate planning and related wealth preservation matters.
Key Responsibilities
- Draft, review, and revise transactional legal documents, including LLC operating agreements, partnership agreements, corporate documents, consents, resolutions, and related instruments.
- Assist with the formation, structuring, governance, and maintenance of LLCs, family limited partnerships (FLPs), and other closely held business entities.
- Prepare and review deeds and other real estate transfer documents, as needed, in connection with business, ownership, and estate planning matters.
- Support matters involving business interests, family entities, ownership structures, and business succession planning.
- Conduct legal research and analyze transactional, entity-structuring, and business planning issues.
- Prepare memoranda, correspondence, and other written materials communicating legal analysis, recommendations, and potential risks.
- Review existing business and entity documents to identify potential issues, inconsistencies, and opportunities for improvement.
- Collaborate with attorneys across the firm's business transactions and estate planning practices on client matters, document preparation, transaction planning, and implementation of legal strategies.
- Communicate effectively with clients, attorneys, accountants, financial advisors, and other professional advisors.
- Manage multiple assignments, prioritize competing deadlines, and maintain a high level of accuracy and attention to detail.
Qualifications
- Juris Doctor (J.D.) from an accredited law school and active membership in good standing with the State Bar of California.
- At least three years of transactional legal experience, preferably involving business law, entity formation, corporate governance, or related matters.
- Working knowledge of LLCs, partnership structures, and closely held businesses.
- Strong legal research, writing, drafting, and analytical skills.
- Excellent verbal communication and interpersonal skills.
- Demonstrated critical-thinking ability, sound judgment, and a practical, solutions-oriented approach to legal issues.
- Strong organizational skills and the ability to manage multiple matters with competing deadlines.
- High degree of professionalism, discretion, attention to detail, and commitment to client service.
Ability to work independently while collaborating effectively with attorneys and other professionals.
Preferred Qualifications
- Experience supporting estate planning, wealth preservation, tax planning, or business succession planning.
- Familiarity with the intersection of business entity structuring and estate planning strategies.
- Experience drafting or reviewing operating agreements, partnership agreements, and other entity governance documents.
- Interest in developing expertise in sophisticated estate planning and closely held business matter.