Senior Trusts And Estates Attorney

BCG Attorney Search; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

BCG Attorney Search seeks a Senior Trusts And Estates Attorney in San Francisco, CA. The ideal candidate has a JD and at least 10 years’ experience with high-net-worth trusts, estate planning, and tax considerations.

The role focuses on complex wealth transfer strategies, fiduciary compliance, and client advisory work for affluent families. You will draft instruments, manage trust administration, and collaborate with other attorneys and advisers to deliver tailored solutions while staying

Qualifications

• Excellent legal drafting and analytical abilities.
• Strong written and verbal communication skills.
• Strategic, solutions‑oriented mindset.
• Ability to work with sophisticated clients and advisors.
• Proficiency with estate planning software and document management systems.

Responsibilities

• Handle comprehensive trust administration for high‑net‑worth clients.
• Draft estate planning instruments, including revocable and irrevocable trusts.
• Design and implement advanced wealth transfer strategies.
• Guide clients through generational wealth planning.
• Collaborate with attorneys and advisors on tax and fiduciary issues.
• Maintain compliance with state and federal estate planning regulations.
• Stay current on tax laws affecting estate planning.

Skills

Legal drafting

Communication

Strategic thinking

Interpersonal skills

Estate planning software

Education

Juris Doctor (J.D.)

Estate planning or tax law coursework

Tools

Estate planning software

Job description

Senior Trusts And Estates Attorney

Job Overview: A distinguished law firm based in San Francisco, CA, is actively seeking an experienced legal professional to support its estate planning and trust administration practice. The role focuses on creating and managing tailored solutions for affluent individuals and families, requiring deep knowledge of complex estate strategies and a strong command of relevant legal frameworks.

Duties

• Handle comprehensive trust administration matters for high-net-worth clients
• Draft a wide range of estate planning instruments, including revocable and irrevocable trusts
• Design and implement advanced wealth transfer strategies
• Guide clients through legal processes relating to generational wealth planning
• Collaborate with other attorneys and advisors on complex tax and fiduciary issues
• Maintain compliance with all state and federal estate planning regulations
• Stay current on relevant tax laws and legal developments affecting estate planning

Requirements

• Minimum of 10 years’ experience in trusts and estates law
• Demonstrated expertise in sophisticated estate planning and trust structures
• Prior experience managing complex client relationships
• Proven ability to handle high-level planning independently
• Admittance to the California State Bar (mandatory)

Education

• Juris Doctor (J.D.) from an accredited law school
• Advanced coursework or credentials in estate planning or tax law are preferred

Certifications

• LL.M. in Taxation strongly preferred but not required
• Active and in good standing membership with the California Bar

Skills

• Exceptional legal drafting and analytical abilities
• Excellent written and verbal communication
• Strategic thinking with a solutions-oriented mindset
• Strong interpersonal skills for working with sophisticated clients and advisors
• Proficiency with estate planning software and document management systems

Job Location

• San Francisco, CA