Experienced Trusts and Estates Attorney

BCG Attorney Search; Burlingame (CA); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

BCG Attorney Search seeks an experienced Trusts and Estates Attorney in Burlingame, CA for a full-time senior associate or lateral partner to manage client relationships and oversee sophisticated planning for Silicon Valley clients.

The role requires 7+ years in estate planning, expertise in Federal and California tax law, and a California Bar license; candidates should excel in communication, drafting, writing, research, and analysis, and work well independently or in a team.

Qualifications

• Minimum of 7 years of experience in estate planning.
• Expertise in Federal and California tax law.
• Licensed to practice in California.
• Strong communication, drafting, writing, research, and analytical skills.
• Ability to work independently and as part of a team.

Responsibilities

• Manage complex estate, tax, and wealth planning for high net worth individuals and families.
• Oversee estate administration, income tax, transfer tax, and charitable planning.
• Engage in pass-through entity and business succession planning.
• Collaborate with a team of lawyers, paralegals, and clients.
• Provide high-touch client service and responsiveness.

Skills

Communication

Drafting

Writing

Research

Analytical skills

Education

Juris Doctor

Job description

Job OverviewA law firm seeks an experienced Trusts and Estates Attorney in Burlingame, CA. This full-time role is ideal for a senior associate or lateral partner ready to manage client relationships transitioning from senior attorneys. The position involves sophisticated planning techniques for clients from Silicon Valley and beyond.

Duties

• Manage complex estate, tax, and wealth planning for high net worth individuals and families.
• Oversee estate administration, income tax, transfer tax, and charitable planning.
• Engage in pass-through entity and business succession planning.
• Collaborate with a team of lawyers, paralegals, and clients.
• Provide high-touch client service and responsiveness.

Requirements

• Minimum of 7 years of experience in estate planning.
• Expertise in Federal and California tax law.
• Licensed to practice in California.
• Strong communication, drafting, writing, research, and analytical skills.
• Ability to work independently and as part of a team.

Education

Juris Doctor degree from an accredited law school.

Certifications

California Bar License.

Skills

Proficiency with technology and self-sufficiency in generating routine work products. Problem-solving skills and ability to work under pressure. Financial background pertinent to client base and transactions.

Benefits

Competitive compensation based on experience.