Senior Trusts & Estates Attorney - Wealth-Transfer Expert
BCG Attorney Search
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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
Education
Tools
Job description
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
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