Trusts Jobs in Burlingame

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United States
Posted On Sep 23, 26
Full-time 4 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: The primary responsibilities for this Paralegal position involve supporting attorneys in the domain of sophisticated estate planning and trust administration for high-net-worth individuals and families. This role requires managing substantive responsibilities and engaging in client interactions while coordinating...

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 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. -...

Posted On Sep 23, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate matters. - Communicate effectively with beneficiaries and coordinate with allied advisors such as accountants and financial planners. - Draft legal correspondence, documents, deeds, and probate pleadings. - Prepare asset spreadsheets...

Posted On Aug 16, 26
Full-time 2 views Experience : Min 3 yrs required

internal tracking and milestone integration process seamlessly from engagement to binder delivery. - In-House Legal Drafting: Accurately draft comprehensive estate planning documents including trusts, wills, advance healthcare directives,... powers of attorney, and complex deeds. - Draft Amendments & Restatements: Prepare precise trus...

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 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,...

Posted On Sep 24, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Litigation Paralegal Job Responsibilities: - Document Drafting & Production: Draft motions, pleadings (including ex partes’ declarations, stipulations, proposed orders, notices), portions of mediation briefs, correspondence, and discovery documents. Assist with document production, including document summaries, and formatting filings, including TOA/TOC, citations,...

Full-time 6 views Experience : Min 6 yrs required

Title: Trust & Estates Litigation Attorney Job Responsibilities: The Trust & Estates Litigation Attorney is responsible for representing clients in various trust and estate litigation matters. Key responsibilities include: - Representing senior citizens and their families in financial elder abuse litigation. - Representing trustees,...

Full-time 8 views Experience : Min 8 yrs required

Title: Senior Employment Law Attorney Job Responsibilities: - Provide expert legal counsel and representation in employment law litigation. - Assist clients with defense against FEHA, Title VII, and related common law claims. - Defend class and PAGA action cases. - Handle trade secret and unfair...

Posted On Sep 03, 26
Full-time 3 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to create plans based on tax perspectives concerning cash flow projections, distribution of income, business succession, estate...

Posted On Jun 30, 26
Full-time 5 views Experience : Min 4 yrs required

Title: Litigation Paralegal Job Responsibilities: - Assist in-house litigation counsel and external counsel in managing and responding to subpoenas, potential disputes, litigation, enforcement matters, and regulatory inquiries. - Support the legal team in organizing and maintaining eDiscovery workflows and document review processes. - Assist...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax at the company, you will play a pivotal role in providing personal and private tax advice and compliance support...

Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

Full-time 4 views Experience : Min 3 yrs required

Title: Associate Product Counsel, Core YouTube Job Responsibilities: - Serve as a trusted legal advisor to product managers, software engineers, UX designers, and operational leads across YouTube’s core product surfaces. - Guide new feature launches from initial architectural concept through design, testing, and...

Posted On Aug 12, 26
Full-time 3 views Experience : 3-20 yrs required

firm seeks an experienced Trusts and Estates Attorney in... Burlingame, CA. This full-time role is ideal for a senior associate or lateral partner ready to manage client relationships transitioning from senior attorneys. The position involves sophisticated planning techniques for clients...

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