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Trusts & Estates Associate

BUCHALTER
Posted 5 months ago, valid for 21 days
Location

San Francisco, CA, US

Salary

$160,000 - $230,000 per year

Contract type

Full Time

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Sonic Summary

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  • Buchalter is hiring a senior level associate or counsel for their Trusts & Estates practice in San Francisco, offering a salary range of $160,000.00 to $230,000.00 per year.
  • The ideal candidate should have a minimum of 6 years of relevant experience in private client services within a law firm setting.
  • Responsibilities include advising high-net-worth individuals on estate planning, drafting complex estate plans, and managing post-death trust administration.
  • Candidates must hold a Juris Doctorate from an accredited law school and be in good standing with the California State Bar, with additional state bar admissions considered a plus.
  • Strong communication skills and experience in managing client relationships are essential for this role.

Job DetailsJob Location: San Francisco Office - San Francisco, CA 94105Salary Range: $160,000.00 - $230,000.00 Salary/yearBuchalter is seeking a highly skilled and experienced attorney to join our growing Trusts & Estates practice, with the position based in San Francisco.  This is an exceptional opportunity for a senior level associate or counsel with a strong background in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities •    Advise clients on multi-generational wealth planning and tax optimization strategies.  Expectation is that candidate will have direct client contact and will be a key liason between the clients and their advisors and the senior supervising partner. •    Draft complex estate plans, charitable gift agreements and trust structures tailored to sophisticated client needs. •    Structure and implement strategic wealth transfer techniques (e.g., dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts and charitable remainder trusts). •    Counsel fiduciaries on post-death trust administration and on-going trust administration (including familiarity with trust accounting rules, trust modifications, and decanting). •    Advise clients on the characterization of community and separate property, including transmutation agreements.  Experience with prenuptial, postnuptial and cohabitation agreements a plus. •    Collaborate with clients and their outside advisors to manage large-scale planning projects. Qualifications •    Juris Doctorate from an accredited law school •    Admission to and good standing with the California State Bar.  Additional state bar admission in Nevada, Texas, Wyoming, South Dakota or Washington a plus. •    Minimum of 6 years of relevant experience in private client services in a law firm setting. •    Demonstrated independent drafting experience with a wide range of estate planning and trust documents. •    Superior oral and written communication skills and demonstrated management of client relationships and projects. Qualifications




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