Senior Trusts & Estates Attorney - Wealth Transfer Expert

Buchalter; San Francisco (CA); Vor Ort; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

401K

Profit sharing

Full benefits

Zusammenfassung

Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration for high-net-worth individuals, private foundations, and family offices.

The ideal candidate has a JD, CA Bar admission, at least 6 years in private client services, strong drafting skills, and a track record of managing client relationships and complex matters.

Qualifikationen

• Juris Doctorate from an accredited law school.
• Superior drafting experience across estate planning and trust documents.
• California Bar admission with good standing; other state admissions a plus.
• Minimum 6 years of relevant private client experience.

Aufgaben

• Advise clients on multi-generational wealth planning and tax optimization.
• Draft complex estate plans, charitable gift agreements, and trust structures.
• Structure and implement wealth transfer techniques (e.g., dynasty trusts, GRATs, charitable trusts).
• Counsel fiduciaries on post-death trust administration and trust accounting basics.
• Advise on community vs. separate property, and related agreements.
• Collaborate with clients and outside advisors on large planning projects.

Kenntnisse

Estate planning

Trust structures

Client management

Drafting complex documents

Ausbildung

Juris Doctorate (JD)

Jobbeschreibung

Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration for high-net-worth individuals, private foundations, and family offices.

The ideal candidate has a JD, CA Bar admission, at least 6 years in private client services, strong drafting skills, and a track record of managing client relationships and complex matters.