Trust and Estates Associate Attorney

Burlingame office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estates associate attorney with 3+ years of experience including complex estate, tax and wealth planning. The candidate will serve in estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning matters. Should have equivalent experience eligible for re-positioning include: tax-oriented real property and transactional practice. Experience and expertise in Federal and California tax law is required. Must be licensed in California. Familiarity and experience with San Francisco Bay Area is important. Financial background pertinent to client base and transactions is necessary.

The candidate should have superior communication, drafting, writing, research and analytical skills, with the ability to work both independently and as a team member. Must have solid work ethic and ambitious in a team context. Should have problem-solving manner, ability to work with variety of personalities and under pressure. Must be team orientated, including experience working in groups (with lawyers, paralegals, as well as clients). Client service orientation and high touch responsiveness is expected.

This law firm is dedicated to offering families and individuals the best experience in financial related matters. Their areas of practice include estate planning, trusts, wealth transfer, fiduciary litigation, and estate. The firm is located in Burlingame, CA.