Senior Estate Planning Attorney

DELAGNES, LINDER & DUEY, LLP; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading law firm in San Francisco is seeking an experienced Attorney for their Estates and Trusts practice. Ideal candidates should possess 5-10 years of experience in probate and trust administration, focusing on estate and income tax planning for high-net-worth clients. Responsibilities include client representation, drafting estate plans, and advising clients on wealth planning solutions. A Juris Doctor degree and California Bar admission are required. Coverage for mentorship and additional learning is encouraged, creating a dynamic team culture.

Qualifications

• 5-10 years of experience in estate planning and trust administration.
• Admitted to and in good standing with the California Bar.

Responsibilities

• Represent clients in probate and trust administration.
• Counsel clients on estate plans and gifting strategies.
• Draft necessary documents for estate planning.

Skills

Estate and gift tax planning strategies

Drafting complex estate planning documents

Large-scale client project management

Advising on wealth planning solutions

Conducting legal research on tax laws

Post-mortem trust administration

Engaging ultra-high-net-worth clients

Time recording and matter management

Team mentorship

Problem-solving

Continuous learning

Resourcefulness

Empathy

Education

Juris Doctor (JD) from an accredited law school

LL.M. in Taxation

Job description

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 5-10 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.

KEY SKILLS & EXPERIENCE

• Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
• Draft complex estate planning documents independently
• 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 5 years handling estate planning and trust administration for taxable estates
• Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able 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

Interested candidates should submit a cover letter and resume.