Experienced Trust and Estates Attorney

Anderson Yazdi Hwang Minton + Horn; Burlingame (CA); Presencial; USD 239.000 - 292.000; Tempo integral

Resumo da vaga

ANDERSON YAZDI HWANG MINTON + HORN LLP, a premier Burlingame trust and estate firm, seeks a senior associate or lateral partner with broad experience in complex estate, tax and wealth planning. The candidate should be California-licensed, capable of handling high net worth matters, and ready to inherit client relationships from senior attorneys.

Ideal applicants will have strong drafting, research, and analytical skills, with a track record in federal and California tax law, and a collaborative,

Qualificações

• Licensed to practice in California.
• Broad estate/tax planning experience for high net worth clients.
• No book of business required; transition of client relationships.
• Strong drafting, research, and analytical skills.

Responsabilidades

• Inherit and manage client relationships as part of an established practice.
• Develop and implement sophisticated estate and tax plans for high net worth individuals.
• Collaborate with senior attorneys, paralegals and clients to deliver services.
• Lead in estate administration, charitable planning, and business succession matters.

Conhecimentos

Estate planning

Tax planning

Estate administration

Wealth planning

Business succession

Formação

Juris Doctor (JD)

Descrição da vaga

JOB DESCRIPTION:

ANDERSON YAZDI HWANG MINTON + HORN LLP is a top-tier trust and estate firm located in Burlingame, between San Francisco and Palo Alto. We have an immediate opening for a full-time Trusts and Estates senior associate or lateral partner. Be part of our burgeoning practice, implementing the most sophisticated planning techniques on behalf of clients from Silicon Valley and beyond. No book of business is required – this role is designed for an experienced attorney prepared to inherit and manage client relationships being transitioned from senior attorneys as they wind down their practices in the coming years.

REQUIREMENTS AND DETAILS:

• Experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. 2019 law school graduates (or more experienced) applicants only.
• Primary areas include estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.
• No book of business required.
• Position requires superior communication, drafting, writing, research and analytical skills, with the ability to work both independently and as a team member.
• Experience and expertise in Federal and California tax law required.
• Licensed in California. Familiarity and experience with San Francisco Bay Area important but not required.
• Solid work ethic and ambitious in a team context.
• Problem-solving manner, ability to work with variety of personalities and under pressure.
• Team oriented, including experience working in groups (with lawyers, paralegals, as well as clients).
• Client service orientation and high touch responsiveness expected.
• Financial background pertinent to client base and transactions necessary.
• Proficiency with technology – ideally, self-sufficient in generation of routine work product.
• Competitive compensation depending on experience ($265,000+).