Estate Planning Attorney

DELAGNES, LINDER & DUEY, LLP; San Francisco (CA); Hybrid; USD 150,000 - 225,000; Full time

Job summary

An established industry player is seeking an experienced Attorney for its Estates and Trusts practice group. This role offers a unique opportunity for substantial client interaction and the chance to work with high-net-worth individuals on complex estate planning and tax strategies. The ideal candidate will have a solid background in probate and trust administration, with the ability to manage large-scale client projects effectively. Join a dynamic and fun team in a fast-paced legal environment where your contributions will be valued and recognized.

Benefits

401(k) and SEP IRA

Health insurance

Paid time off

Holidays

Parental leave

Qualifications

• 2-5 years of experience in estate planning and trust administration.
• Ability to draft complex estate planning documents independently.
• Experience advising high-net-worth clients on tax strategies.

Responsibilities

• Represent clients in probate and trust administrations.
• Counsel clients on suitable estate plans and gifting strategies.
• Draft necessary documents to implement estate plans.

Skills

Estate Planning

Trust Administration

Probate Management

Tax Planning

Client Communication

Legal Research

Document Drafting

Project Management

Education

Juris Doctor (JD)

L.L.M. in Taxation

Job description

2 days ago Be among the first 25 applicants

Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.

We are seeking an experienced Attorney for our Estates and Trusts practice group.

Preferred applicant should have between 2-5 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.

This position provides a great opportunity for substantial client interaction and responsibility and is an excellent opportunity for an ambitious attorney to join our dynamic, fun team and expand your experience in a fast-paced legal environment.

KEY SKILLS & EXPERIENCE

• Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies.
• Draft complex estate planning documents with a high degree of independence
• Manage large-scale client projects, ensuring effective communication and timely completion
• Collaborate closely with clients and their outside advisors on wealth planning solutions
• Conduct legal research and stay informed on changing tax laws relevant to estate planning
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
• Has a minimum of 3 years handling estate planning and trust administration for taxable estates
• Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, and is ready to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
• Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
• Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
• Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
• Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
• • Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
• Is highly resourceful, composed and empathetic
• Juris Doctor (JD) from an accredited law school
• Admitted to and in good standing with the California Bar
• L.L.M. in Taxation, desired

Job Type: Full-time

Compensation: $150,000 to $225,000+ commensurate to experience

• 401(k) and SEP IRA (Both Company contribution)
• Health insurance
• Paid time off
• Holidays
• Parental leave

Work Location: In-Person/Hybrid (with experience)

Interested candidates should submit a cover letter and resume.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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