Transactional Trusts & Estates Attorney

Jobot

San Jose (CA)

On-site

USD 120,000 - 160,000

Full time

14 days+
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Job summary

A prestigious law firm is seeking an experienced Transactional Trust & Estate Attorney to join their San Jose practice. The role focuses on sophisticated estate planning, trust administration, and wealth transfer techniques for various clients. Ideal candidates should have a Juris Doctor, California Bar membership, and at least 3 years of relevant experience. Strong drafting and client communication skills are essential. Join a team known for personalized service and comprehensive legal solutions.

Qualifications

  • 3+ years of experience in transactional trust and estate planning.
  • Understanding of federal and California estate, gift, and trust taxation.

Responsibilities

  • Draft and review estate planning documents.
  • Advise clients on estate and gift tax planning strategies.
  • Structure and implement wealth transfer techniques.
  • Counsel on trust administration and compliance matters.
  • Coordinate with financial professionals for planning solutions.

Skills

Strong drafting skills
Client communication
Analytical skills
Organizational skills

Education

Juris Doctor (JD) from an accredited law school
Active membership in the California State Bar

Job description

A prestigious law firm is seeking an experienced Transactional Trust & Estate Attorney to join their San Jose practice. The role focuses on sophisticated estate planning, trust administration, and wealth transfer techniques for various clients. Ideal candidates should have a Juris Doctor, California Bar membership, and at least 3 years of relevant experience. Strong drafting and client communication skills are essential. Join a team known for personalized service and comprehensive legal solutions.
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