Private Wealth Associate Attorney

Job Overview: A law firm in East Palo Alto, CA, is seeking a talented Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will handle sophisticated estate planning matters, trust and estate administration, estate and gift tax issues, and charitable planning for high-net-worth clients.

Duties:

• Conducting client consultations to assess estate planning needs and goals.
• Drafting complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Advising clients on wealth preservation and succession planning strategies.
• Handling trust and estate administration matters, including probate proceedings.
• Guiding charitable giving and tax-efficient wealth transfer strategies.
• Collaborating with senior attorneys on complex client matters and transactions.
• Researching and staying updated on changes in tax laws and regulations affecting estate planning.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the California State Bar in good standing.
• 2-8 years of experience practicing in the areas of estate planning and wealth management at a reputable law firm.
• Strong understanding of estate and gift tax laws, trust administration, and charitable planning.
• Excellent academic credentials focused on tax or estate planning coursework preferred.
• Demonstrated ability to manage multiple client matters and deadlines effectively.
• Exceptional written and verbal communication skills with a client-focused approach.

Skills:

• Proficiency in drafting complex estate planning documents.
• Ability to analyze and interpret tax and estate planning laws.
• Strong research and analytical skills.
• Client service orientation with the ability to build rapport and trust.
• Detail-oriented with a commitment to accuracy and quality.

Certifications:

• Certification in Estate Planning (e.g., Certified Trust and Financial Advisor - CTFA) preferred.

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.