Experienced Trust and Estates Attorney

Anderson Yazdi Hwang Minton + Horn; United States; On-site; USD 238,500 - 291,500; Full time

Job summary

Anderson Yazdi Hwang Minton + Horn in the United States is seeking a full-time Trusts and Estates senior associate or lateral partner. This is a unique opportunity to work in a top-tier trust and estate firm. The role entails managing and inheriting client relationships, implementing advanced planning techniques, and requires experience in estate and tax planning for high net worth individuals. A J.D. from 2019 or earlier and being licensed in California are essential. Competitive compensation starts at $265,000, depending on experience.

Qualifications

• Must have broad experience including complex estate, tax and wealth planning.
• Experience in estate and tax planning for high net worth individuals.
• Problem-solving skills and team orientation are essential.

Responsibilities

• Manage client relationships transitioned from senior attorneys.
• Implement sophisticated planning techniques for clients.
• Work independently and collaboratively within a team.

Skills

Experience in estate planning

Communication skills

Analytical skills

Knowledge of Federal and California tax law

Client service orientation

Proficient with technology

Education

J.D. from an accredited law school (2019 or earlier)

Licensed to practice in California

Job description

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+).