Senior Trusts & Estates Counsel for High-Net-Worth Planning

Jobot

San Francisco (CA)

On-site

USD 210,000 - 250,000

Full time

14 days+

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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

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.
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