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Trust and Estate Attorney

2 months ago


San Francisco, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Trust and Estate Attorney to join our dynamic legal team at Jobot. As a key member of our team, you will provide comprehensive legal counsel and support on a broad range of trust and estate matters, including managing conservatorships, probate administration, and tax planning.

Key Responsibilities
  • Provide sophisticated tax planning and estate administration services to high net worth individuals and families.
  • Prepare and review legal documents related to estate planning, including wills, trusts, powers of attorney, and healthcare directives.
  • Advise clients on tax implications related to estate planning and wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax.
  • Represent clients in probate court proceedings, conservatorships, and trust litigations.
  • Collaborate with financial advisors, accountants, and other attorneys to develop comprehensive estate plans.
  • Stay up-to-date with changes in tax and trust laws to ensure compliance and provide accurate advice to clients.
Requirements
  • A Juris Doctorate from an accredited law school.
  • An LLM in Tax is strongly preferred.
  • A minimum of 5 years of experience in trusts and estates law, with a focus on high net worth individuals.
  • Extensive knowledge of probate administration, conservatorships, and tax planning.
  • Exceptional analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills with the ability to build relationships with clients, colleagues, and other professionals.
  • A high level of discretion and confidentiality for handling sensitive information.
  • Admission to the state bar and in good standing.
What We Offer

As a Trust and Estate Attorney at Jobot, you will have the opportunity to work with a dynamic and supportive team, where you will have the chance to make a significant impact. We offer a competitive salary and a comprehensive benefits package, including medical benefits, 401k, and PTO.