Description:
The Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. The Trusts & Estates Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member. This is a very fast paced environment, and the Trusts & Estates Attorney must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.An Estate Planning Attorney plans to open a small office in San Diego in the Fall. This position will be remote until that office is opened. Once the office is open, the position will be hybrid.
Direct Reports: N/A
Essential Duties and Responsibilities, Including but Not Limited To:
- Meet or exceed minimum billable hours requirement
- Design plans for high-net-worth clients
- Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
- Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
- Manage complex trust administrations
- Perform initial client intake calls and shepherd the CRMs through engagement
- Perform legal research
- Manage and organize client files as well as keep client database and document management system up to date.
Requirements:
Education and Experience:
- Juris Doctorate
- Active member of California State Bar
- Expertise in Federal tax law and California state tax law required
- LL.M. in Tax preferred
- Prior experience taking the lead role in client meetings
- Prior experience managing client communications and expectations
Knowledge, Skills & Abilities:
- Proficient in MS Office Suite with an emphasis on Word, Excel and Outlook
- Solid command of English including excellent spelling, grammar, punctuation, form and style.
- Organized and detail oriented
- Ability to manage a team, set goals and mentor others
- Ability to communicate clearly and work well with a team and individually
