Friedemann Goldberg Wargo Hess LLP · 2 days ago
Trust and Estate Attorney
Santa Rosa, CA
Full-time
Hybrid
Mid, Senior Level
$128K/yr - $150K/yr
3+ years expFriedemann Goldberg Wargo Hess LLP is a nationally recognized top-tier law firm seeking an Associate Attorney to join their trust and estate practice. The role involves developing comprehensive estate plans, providing tax-efficient strategies for wealth transfer, advising on trust administration, guiding clients through the probate process, and maintaining strong client relationships.
ConsultingLegalProfessional Services
Responsibilities
Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives
Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning
Advise beneficiaries and trustees on the administration of trusts, including preparing trust accountings, ensuring compliance with trust terms, managing trust assets, and related income and transfer tax issues
Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries
Build and maintain strong relationships with clients, offering ongoing legal advice and support tailored to their specific needs
Qualification
Required
License to practice law in California with no record of discipline
3-6 years' of experience in Trusts and Estates in California
Willingness to take on increasing responsibility, possess excellent writing and communication skills, as well as technical expertise
Superior analytical, communication, drafting, writing, research skills, and the ability to work both independently and as part of a team
Enthusiastic, collaborative, and thoughtful
Preferred
Candidates with knowledge and experience in (or an interest and willingness to learn) one or more of the following will pique our interest: Related business and real property issues, Estate planning, Tax Expertise
Ties to or an interest in living in Sonoma County are preferred
Benefits
Hybrid work environment
Performance based bonus; additional bonus based on collections directly sourced by associate
Employer-sponsored medical, vision, life, and long term disability insurance
Employer contribution to spouse/dependent medical and vision insurance
401(k) with employer contributions
Vacation and sick paid time off
State (CA) and County bar dues paid by the firm
Tuition reimbursement for MCLE required courses to meet California requirements
Firm provided iPhone, iPad, and laptop
Company
Friedemann Goldberg Wargo Hess LLP
Friedemann Goldberg LLP was founded in 1999 by a group of attorneys who sought to combine the high-quality legal services of a larger firm with the attention to detail and responsiveness of a smaller firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mia Bowler
Partner
Ron Wargo
Partner
Recent News
The North Bay Business Journal
2023-04-18
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