JKZ LLP ยท 2 months ago
Senior Trusts & Estates Attorney
San Francisco, CA
Full-time
Onsite
Senior Level
5+ years expJKZ LLP is seeking a Senior Trusts & Estates Attorney with extensive experience in designing plans for high-net-worth clients. The role involves drafting various types of irrevocable trusts, managing complex trust administrations, and mentoring associate attorneys while ensuring exceptional analytical and communication skills are applied in a fast-paced environment.
Law Practice
Responsibilities
Meet or exceed minimum billable hours requirement
Design plans for high-net-worth clients
Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns
Manage complex trust administrations
Perform initial client intake calls and shepherd the CRM's through engagement
Perform legal research
Manage and organize client files as well as keep client database and document management system up to date
Qualification
Required
At least five (5) years of recent experience designing plans for high-net-worth clients
Experience designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
Experience in complex trust administration
Superior analytical, communication, drafting, writing, and research skills
Ability to work both independently and as a team member
Ability to multitask and manage a voluminous caseload
Self-starter who is willing and open to learning new skills
Ability to take initiative and be proactive
Juris Doctorate
Active member of California State Bar
Expertise in Federal tax law and California state tax law
Prior experience taking the lead role in client meetings
Prior experience managing client communications and expectations
Proficient in MS Office Suite with an emphasis on Word, Excel and Outlook
Solid command of English including excellent spelling, grammar, punctuation, form and style
Organized and detail oriented
Ability to manage a team, set goals and mentor others
Ability to communicate clearly and work well with a team and individually
Preferred
LL.M in Tax
Company
JKZ LLP
At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of business entities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Deb Kinney
Of Counsel / Founding Partner
John Rueppel
Partner
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