Trust and Estates Attorney

Marina Sirras & Associates LLC
Burlingame, CA, United States
Full-time

Experienced Trust and Estates Associate

Our client, a highly respected law firm, is seeking a Trust and Estates Associate with a minimum of three years of experience to join their team in Burlingame, CA.

Responsibilities :

Primary areas of responsibility include estate and tax planning for high net worth individuals, estate administration, income tax, transfer tax and charitable planning, business succession planning, and working with pass-through entities like LLCs and LPs.

Qualifications :

  • 3+ years of experience in complex estate, tax, and wealth planning
  • Knowledge of real property and transactional practice, along with superior communication, drafting, research, and analytical skills
  • Must have an understanding of Federal and California tax law
  • While previous client base is not a requirement, the firm encourages business development and a path to partnership
  • JD from an accredited university
  • Membership in the state bar for the market where you are applying, or the ability to become barred in that state

All candidates must be authorized to work in the U.S.

1 day ago
Related jobs
Promoted
Marina Sirras & Associates LLC
Burlingame, California

Primary areas of responsibility include estate and tax planning for high net worth individuals, estate administration, income tax, transfer tax and charitable planning, business succession planning, and working with pass-through entities like LLCs and LPs. Experienced Trust and Estates Associate. Ou...

Promoted
Tresp Law, APC
CA, United States

Tresp Law, APC, a prestigious law firm specializing in Estate Planning, Trust and Probate Litigation, Probate Administration, and Trust Administration, an ambitious and aggressive litigator to join our team in beautiful Solana Beach, California. We support our attorneys with the industry's best rese...

Promoted
MC Recruiting
CA, United States

Preparing and filing petitions and ongoing accountings and reports related to guardianship and conservatorship proceedings. Meet with Clients, Trustees and Family members and communicate with beneficiaries. Prepare documents in connection with probate of wills and/or commencing administration procee...

Johnston, Kinney & Zulaica LLP
San Francisco, California

The Trusts & Estates Attorney must have at least three (3) 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-in...

Fawkes IDM
San Francisco, California

Maintain attorney calendar and travel arrangements. Process incoming mail, enter attorney time on system, and prepare expense reports. Organize and coordinate meetings and conferences. Familiarity with attorney-client relationships & estate planning and execution process. ...

Pathways Personnel
San Francisco, California

This position requires that the Trusts & Estates Litigation Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast paced environment, and the Trusts & Estates Litigation Paralegal must ...

Solan Park & Robello
San Francisco, California

Mentor and supervise junior attorneys, providing guidance and oversight on estate litigation and trust administration matters. The ideal candidate will have 5+ years of experience and be skilled at managing complex cases, leading litigation efforts, and guiding junior attorneys. We are looking for a...

Pathways Personnel
San Francisco, California

This position requires that the Trusts & Estates Legal Secretary be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. The Trusts & Estates Legal Secretary will prepare legal documents, filings, and/or general corr...

Jobot
San Francisco, California

Fiduciary accounting for estates and trusts. You'll work on fiduciary income tax returns and be involved in preparing business and individual returns as well. Expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills. Preparation and review of fiduciary, gift...

Fawkes IDM
San Francisco, California

Maintain attorney calendar and travel arrangements. Process incoming mail, enter attorney time on system, and prepare expense reports. Organize and coordinate meetings and conferences. Familiarity with attorney-client relationships & estate planning and execution process. ...