Family Wealth Associate Attorney

A law firm in St. Helena is seeking a skilled Family Wealth Associate Attorney with a strong background in trusts and estates, particularly in serving high-net-worth clients. The ideal candidate will demonstrate exceptional communication skills, possess outstanding academic credentials, and exhibit a commitment to delivering high-quality client service.

Duties and Responsibilities:

• Provide legal counsel on estate planning, trust administration, and wealth preservation strategies.
• Draft and review complex estate planning documents, including wills, trusts, and powers of attorney.
• Advise clients on tax implications related to estate planning and wealth transfer.
• Collaborate with senior attorneys to manage and oversee estate and trust administration matters.
• Conduct legal research and analysis on relevant laws and regulations affecting estate planning and administration.
• Assist in the development and implementation of customized estate plans based on client goals and objectives.
• Maintain client relationships and ensure client satisfaction through effective communication and responsiveness.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the State Bar of California or eligibility for admission through reciprocity.
• 3-4 years of experience practicing in trusts and estates law, preferably with a focus on high-net-worth clients.
• Strong understanding of tax laws and implications related to estate planning.
• Excellent oral and written communication skills.
• Ability to manage and prioritize multiple projects and deadlines effectively.
• Detail-oriented with strong analytical and problem-solving skills.
• Commitment to maintaining the highest ethical standards and client confidentiality.

Preferred Skills:

• Experience with complex estate planning techniques, including charitable giving and asset protection strategies.
• Familiarity with fiduciary income taxation and generation-skipping transfer tax issues.
• Proficiency in estate administration, including probate proceedings and trust management.

Benefits:

• Competitive compensation package including discretionary bonuses.
• Health and welfare benefits, including medical, dental, and vision coverage.
• Generous vacation and leave time, including parental and sabbatical leave.
• Paid holidays and additional perks.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.