Trusts & Estates Associate

BUCHALTER•San Francisco, CA

1d•$160 - $230•Onsite

About The Position

Buchalter 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.

Requirements

Juris Doctorate from an accredited law school
Admission to and good standing with the California State Bar.
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.

Nice To Haves

Additional state bar admission in Nevada, Texas, Wyoming, South Dakota or Washington a plus.
Experience with prenuptial, postnuptial and cohabitation agreements a plus.

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.
Collaborate with clients and their outside advisors to manage large-scale planning projects.

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