Trusts And Estates General Jobs in Burlingame

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Full-time 3 views Experience : 5-7 yrs required

trust administrations. - Draft and implement a wide range of estate planning documents, including revocable and irrevocable trusts such as IDGTs, BDGTs,... GRATs, and ILITs. - Collaborate with CPAs, wealth advisors, and family office teams to ensure coordinated planning across disciplines. -...

Full-time 4 views

Job Title: Trusts and Estates Senior Associate... or Lateral Partner Job Responsibilities: - Manage and develop client relationships as senior attorneys transition their practices. - Implement sophisticated estate planning techniques for high net worth individuals and families. - Engage in estate and tax planning,...

Full-time 6 views Experience : Min 7 yrs required

is seeking a full-time Trusts and Estates senior associate... or lateral partner to join their esteemed team. This role is integral to their growing practice, which involves implementing sophisticated planning techniques for clients, particularly those from Silicon Valley and beyond....

Full-time 2 views Experience : 5-7 yrs required

Draft and implement a wide range of estate planning documents, including revocable and irrevocable trusts such as IDGTs, BDGTs,... GRATs, and ILITs. - Collaborate with CPAs, wealth advisors, and family office teams to ensure coordinated planning across disciplines. - Identify and pro...

Full-time 1 views Experience : Min 5 yrs required

Title: Land Use Counsel Job Responsibilities: - Develop and execute strategies for securing crucial land use, zoning, and permitting approvals in key . markets, including major metropolitan areas like Texas and Arizona. - Interpret, draft, and analyze municipal ordinances that impact the company's...

Full-time 7 views Experience : 5-5 yrs required

Title: Senior Contracts Negotiator/Corporate Counsel (Public Sector) Job Responsibilities: - Lead complex, high-value outbound transactions and serve as a trusted advisor for the Public Sector business, which includes US State, Local, and Higher Education (SLED) channels, as well as channel partners and...

Full-time Experience : 2-4 yrs required

Title: Private Client Services Associate (2-4 years) Job Responsibilities: The Private Client Services Associate will be a vital member of the law firm's Private Client Services practice group. The role involves working closely with a diverse range of clients, including individuals, families,...

Full-time 14 views Experience : 3-4 yrs required

Title: Tax - Mid-Level Associate Job Responsibilities: - The associate will be a part of the Tax practice at the law firm, working closely with the firm's corporate practice. - Advise clients on a variety of tax matters, including but not limited to:...

Full-time 8 views

Title: Tax - Entry-Level Associate Job Responsibilities: The entry-level associate will join the Tax practice at the law firm. The Tax group collaborates closely with the firm’s corporate practice and provides advice to clients on a broad spectrum of transactional tax matters....

Contract, Full-time 2 views Experience : 3-6 yrs required

Title: Probate and Trust Administration Attorney Job Responsibilities: - Manage probate and trust administration processes, which include preparing petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions. - Provide advisory services to trustees regarding their fiduciary duties and ensure...

Full-time 57 views Experience : Min 10 yrs required

Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The... Senior Trusts & Estates Attorney will... member of the Taxation, Trusts & Estates Department at... net worth individuals and families. - Drafting complex estate planning documents, including both revocable and irrevocable trusts. - Collab...

Full-time 73 views Experience : 2-5 yrs required

of the Estates and Trusts practice group at a... law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most...

Full-time 29 views Experience : 5-6 yrs required

of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments. -... Engaging in sophisticated estate planning and trust administration. - Applying c...

Full-time 2 views Experience : Min 8 yrs required

Job Title: Private Clients, Trusts & Estates Senior Associate... within the Private Clients, Trusts & Estates practice. Key... responsibilities include: - Assisting with large matters and independently managing other cases. - Engaging in significant multi-line and multi-generational client matters. - Advising family offices...

Full-time 1 views Experience : Min 7 yrs required

plans in Wealth Counsel, including Charitable Remainder Trusts (CRTs) - Analyzing, advising on,... and revising a wide array of estate planning, business formation, trust administration, and probate documents - Collaborating with clients to develop and achieve their estate planning goals - Drafting a...

Full-time 1 views Experience : Min 5 yrs required

Overview Law firm is a boutique estate planning law firm dedicated to providing sophisticated, personalized planning solutions for high-net-worth individuals, families, and closely held business owners. We are seeking an experienced Estate Planning Attorney to join our team. This is an...

Full-time 1 views Experience : Min 6 yrs required

Job Title Attorney - Trusts & Estates Practice Job... Responsibilities - Advise clients on multi-generational wealth planning and tax optimization strategies. This role requires direct client contact and acting as a key liaison between clients, their advisors, and the senior...

Full-time 2 views Experience : 4-6 yrs required

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be part of a nationally recognized team specializing in estate and tax planning, trust administration, and handling complex estate matters. The responsibilities include:...

Full-time 2 views Experience : 3-5 yrs required

Title: Associate - Private Client Department Job Responsibilities: - Engage in estate planning, tax planning, and other transactional practices. - Handle high-net-worth estate and tax planning. - Manage estate and trust administration processes. - Draft wills and trust agreements. - Demonstrate excellent drafting, writing, and analytical...

Full-time 2 views Experience : Min 6 yrs required

Title: Staff Attorney Job Responsibilities: 1. Must produce results within 6 to 12 months to continue in the position. 2. Oversee disability rights issues, including representation in federal court; Social Security/SSI disability, employment, education, health care, housing, and related subjects. 3. Oversee legal aspects...

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