Trusts and Estates Attorney

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

Job summary

Leoforce seeks an experienced Trusts and Estates Attorney in San Jose to work with high-net-worth individuals on sophisticated estate planning, wealth transfer, and trust administration. The role focuses on complex client relationships and tailored legal solutions.

The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

Qualifications

• JD required with active bar in California
• Experience handling high-net-worth estates preferred
• Strong written and oral communication skills

Responsibilities

• Advise HNW clients on estate planning strategies and wealth transfer
• Draft and review trusts, wills, and related documents
• Structure tax-efficient transfer and trust administration
• Counsel fiduciaries on probate and trust administration
• Collaborate with financial professionals to deliver integrated planning
• Assist in business succession planning and family-office matters
• Stay updated on evolving tax laws and estate planning techniques
• Maintain professional, discreet client relationships

Skills

Estate planning

Tax planning

Client counseling

Fiduciary counsel

Drafting documents

Team collaboration

Education

Juris Doctor (JD)

Job description

Trusts and Estates Attorney

San Jose,CA, US

0

19 days ago

Job Description

Overview

We are seeking an experienced Trusts & Estates Attorney to join our San Jose office, focusing on high-net-worth (HNW) individuals and families. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

Experience

Mid Level

Salary

$170,000 - $240,000 per year

Job Details

Key Responsibilities

• Advise high-net-worth clients on estate planning strategies, including tax-efficient wealth transfer, asset protection, and charitable giving
• Draft and review complex estate planning documents, including revocable and irrevocable trusts, wills, family limited partnerships, and advanced directives
• Structure and implement strategies to minimize federal and state estate, gift, and generation-skipping transfer taxes
• Counsel fiduciaries on trust and estate administration, including probate proceedings
• Collaborate with financial advisors, accountants, and family offices to deliver integrated planning solutions
• Provide guidance on business succession planning and closely held entity structuring
• Stay current on evolving tax laws and estate planning techniques
• Build and maintain strong client relationships, with a high level of professionalism and discretion

A bit about us:

Unique qualities of our firm:

• Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
• Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
• Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
• Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Why join us?

Unique qualities of our firm:

• Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
• Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
• Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
• Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

#legal #estates #trusts #probate-law #tier3