Senior Trusts - San Francisco - Jobot

    Jobot
    Jobot San Francisco

    21 hours ago

    Description
    This Jobot Job is hosted by: Karyn Spies

    Are you the right candidate for this opportunity Make sure to read the full description below.
    Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
    Salary: $210,000 - $250,000 per year

    A bit about us:

    Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and family law, helping individuals, families, and high-net-worth clients plan for the future, resolve disputes, and protect their interests.

    Why join us?

    Responsibilities
    • 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.
    Job Details

    Qualifications
    • 5+ years of recent experience designing plans for high-net-worth clients
    • Experience 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
    • Skilled in complex trust administration
    • Juris Doctorate
    • Active member of California State Bar
    • Expertise in Federal tax law and California state tax law required
    • LL.M. in Tax preferred
    Interested in hearing more? Easy Apply now by clicking the Apply button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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