Senior Trusts - San Jose - JKZ LLP

    JKZ LLP
    JKZ LLP San Jose

    4 days ago

    Legal
    Description

    Exemption Status: Salary Exempt

    Remote Options/Office Hours: Hybrid or On-Site

    Classification: Attorney

    Summary:The Senior Trusts & Estates Attorney must have at least five (5) 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 Senior 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 Senior 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.

    In addition to the above, the Senior Trusts & Estates Attorney may also be responsible for reviewing and overseeing the work product of associate attorneys, delegating assignments, mentoring, and training of associate attorneys and legal support personnel in the Trusts & Estates department.

    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
  • Work in company

    Senior Trusts

    Only for registered members

    A well-established law firm in Northern California is seeking a Senior Trust & Estate Litigation Attorney to join its Trust & Estate Litigation practice. · ...

    San Jose

    1 week ago

  • Work in company

    Senior Trust

    Only for registered members

    Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Job details · Senior Trust & Estate Attorney - Full Service Business Law Firm · This Jobot Job is hosted by Jacob Vane · Are you a fit? Easy Apply now by clicking the "Easy Apply" bu ...

    San Jose

    6 days ago

  • Work in company

    Senior Trust

    Only for registered members

    Hoge Fenton is seeking a Senior Trust & Estate Litigation Attorney to join its Trust & Estate Litigation group. · ...

    San Jose, CA

    4 weeks ago

  • Work in company

    Senior Trusts

    JKZ LLP

    Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...

    Santa Clara

    4 days ago

  • Work in company

    Senior Trusts

    JKZ LLP

    Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...

    Sunnyvale

    4 days ago

  • Work in company

    Trust & Estates Senior Tax Manager

    Only for registered members

    Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy and management. · ...

    San Jose, CA

    4 weeks ago

  • Work in company

    Senior Trusts

    JKZ LLP

    Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...

    Fremont

    4 days ago

  • Work in company

    Senior Director, Trust and Safety, Trusted Experiences

    Only for registered members

    Job summary · As the Senior Director of Trust & Safety, Trusted Experiences, your primary responsibility is to manage global teams that provide abuse protection and policy decision-support across Google's Search, · Gemini, · & · Geo products. · ...

    Sunnyvale $304,000 - $423,000 (USD)

    3 weeks ago

  • Work in company

    Senior Trust

    Only for registered members

    We are a top-ranked multi-service law firm based in San Francisco Bay, California. · We believe that putting our employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience Over the years, our rep ...

    Pleasanton

    3 weeks ago

  • Work in company

    Senior Trusts

    JKZ LLP

    Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...

    Hayward

    4 days ago

  • Work in company

    Senior Trust

    Only for registered members

    Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Senior Trust & Estate Attorney - Full Service Business Law Firm · This Jobot Job is hosted by: Jacob Vane · Are you a fit? Easy Apply now by clicking the "Easy Apply ...

    Pleasanton

    1 week ago

  • Work in company

    Senior Trusts

    JKZ LLP

    Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...

    San Mateo

    4 days ago

  • Work in company

    Senior Manager, Trust Engagement

    Only for registered members

    The Trust Engagement team is a globally distributed team of security & compliance professionals that help our customers to perform risk assessments they require to trust our company and products.We are a focused group committed to ensuring that customers trust our on-premise Prod ...

    Mountain View $184,500 - $289,050 (USD)

    1 month ago

  • Work in company

    Senior Security Trust Analyst

    Only for registered members

    · Job Description Say hello to opportunities. · It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double ...

    Belmont Full time

    3 days ago

  • Work in company

    Senior Security Trust Analyst

    Only for registered members

    Job Description · Say hello to opportunities. · It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double ...

    Belmont $86,100 - $123,000 (USD)

    3 days ago

  • Work in company

    Trust Portfolio Senior Manager

    Only for registered members

    We are searching for a Trust Portfolio Senior Manager to join our team. This role will be working on-site at our Palo Alto office. · This person will manage the investment portfolios of complex investment management agency and trust accounts, perform client contact and support, c ...

    Palo Alto $165,000 - $220,000 (USD)

    1 week ago

  • Work in company

    Trust Portfolio Senior Manager

    Only for registered members

    Mechanics Bank · is searching for a Trust Portfolio Senior Manager to join our team. This role will be working on-site at our Palo Alto office. · Deliver investment advisory services to agency and trust accounts. · ...

    Palo Alto, CA

    1 week ago

  • Work in company

    Senior Security Trust Analyst

    Only for registered members

    · Job Description Say hello to opportunities. · It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double ...

    Belmont, California

    2 days ago

  • Work in company

    Senior Security Trust Analyst

    Only for registered members

    · Job Description Say hello to opportunities. · It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double ...

    Belmont, California

    1 day ago

  • Work in company

    Senior Program Manager, Trust

    Only for registered members

    About the Role · We're hiring a Senior Trust & Safety Program Manager to lead high-impact safety programs across the company. In this role you'll partner closely with engineering, operations, policy, and research to shape program strategy, align teams, and drive end-to-end delive ...

    Redwood City, CA

    2 days ago

Jobs
>
Senior trust
>
Jobs for Senior trust in San Jose