Senior Trusts & Estates Attorney

Jobot; San Francisco (CA); On-site; USD 210,000 - 250,000; Full time

Job summary

Jobot, a boutique law firm in San Francisco, is seeking a legal professional experienced in estate planning, trust administration, and probate law. The role requires designing and drafting irrevocable trusts, managing trust administrations, and expertise in Federal and California tax law. Candidates should have at least 5 years of relevant experience, a Juris Doctorate, and be an active member of the California State Bar. Competitive salary of $210,000 - $250,000 per year offered.

Qualifications

• 5+ years of recent experience designing plans for high-net-worth clients.
• Expertise in Federal tax law and California state tax law required.
• Active member of California State Bar.

Responsibilities

• Design plans for high-net-worth clients.
• Draft irrevocable trusts, including various trust types.
• Manage complex trust administrations.

Skills

Designing plans for high-net-worth clients

Drafting irrevocable trusts

Complex trust administration

Legal research

Client management

Education

Juris Doctorate

LL.M. in Tax preferred

Job description

Salary: $210,000 - $250,000 per year

This Jobot Job is hosted by: Karyn Spies

Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and family law, helping individuals, families, and high-net-worth clients plan for the future, resolve disputes, and protect their interests.

Responsibilities

• Design plans for high-net-worth clients
• Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
• Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
• Manage complex trust administrations
• Perform initial client intake calls and shepherd the CRMs through engagement
• Perform legal research
• Manage and organize client files as well as keep client database and document management system up to date.

Qualifications

• 5+ years of recent experience designing plans for high-net-worth clients
• Experience designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
• Skilled in complex trust administration
• Juris Doctorate
• Active member of California State Bar
• Expertise in Federal tax law and California state tax law required
• LL.M. in Tax preferred

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.