Senior Trusts & Estates Attorney - HNW Focus, San Jose

Jobot; San Jose (CA); On-site; USD 170,000 - 240,000; Full time

Job summary

Jobot in San Jose is seeking an experienced Trusts & Estates Attorney to join our team. The ideal candidate will focus on high-net-worth individuals and families, delivering sophisticated estate planning, wealth transfer strategies, and trust administration.

You will manage complex client relationships, draft intricate documents, and collaborate with financial professionals to provide integrated solutions. A California bar license and extensive estate planning experience are essential.

Qualifications

• JD from an accredited law school is required.
• Active California bar license is required.
• Experience in sophisticated estate planning for high-net-worth clients.

Responsibilities

• Advise high-net-worth clients on estate planning strategies and wealth transfer.
• Draft/review revocable and irrevocable trusts, wills, and related documents.
• Structure strategies to minimize federal/state estate and gift taxes.
• Counsel fiduciaries on trust administration, including probate proceedings.
• Collaborate with financial advisors and CPAs for integrated planning.
• Guide business succession planning and entity structuring.
• Stay current on evolving tax laws and estate planning techniques.
• Maintain strong client relationships with discretion and professionalism.

Skills

Estate planning

Trusts & estates

Client relationship management

Tax planning

Fiduciary counsel

Education

Juris Doctor (JD)

Job description

Jobot in San Jose is seeking an experienced Trusts & Estates Attorney to join our team. The ideal candidate will focus on high-net-worth individuals and families, delivering sophisticated estate planning, wealth transfer strategies, and trust administration.

You will manage complex client relationships, draft intricate documents, and collaborate with financial professionals to provide integrated solutions. A California bar license and extensive estate planning experience are essential.