Aionios LLC · 20 hours ago
Senior Trusts & Estates Attorney
San Francisco, CA
Full-time
Hybrid
Senior Level
$225K/yr - $325K/yr
5+ years expAionios LLC is seeking a Senior Trusts & Estates Attorney with deep experience in advising high-net-worth individuals and families on sophisticated estate planning and trust administration matters. The role involves designing customized estate planning strategies, managing complex trust administrations, and mentoring junior attorneys in a collaborative environment.
Hiring Manager
Matthew Wade
Responsibilities
Design customized estate planning strategies for high‑net‑worth clients
Draft sophisticated irrevocable trusts, including:
Crummey trusts
Intentionally Defective Grantor Trusts (IDGTs)
Irrevocable Life Insurance Trusts (ILITs)
Charitable split‑interest trusts
Grantor Retained Annuity Trusts (GRATs)
Advise on complex planning issues such as:
Blended families
Generation‑skipping transfer tax planning
Fiduciary income tax matters
International estate planning and cross‑border considerations
Manage and oversee complex trust administrations
Prepare and review estate and gift tax returns
Lead client meetings and serve as a primary point of contact
Conduct legal research and apply findings to practical client solutions
Maintain organized, accurate client records within CRM and document management systems
Review and oversee the work of associate attorneys
Delegate assignments and provide strategic guidance
Mentor and support the professional development of attorneys and legal support staff
Collaborate closely with colleagues in a team‑oriented environment
Qualification
Required
At least five years of recent experience designing and drafting advanced estate plans
Handling complex trust administrations
Serving as a trusted advisor to clients with significant wealth and multigenerational planning needs
Juris Doctor (JD)
Active member of the California State Bar
Strong expertise in Federal and California tax law
Minimum of five (5) years of recent trusts and estates experience
Proven experience leading client meetings and managing client relationships
Demonstrated ability to manage a high volume of complex matters
Exceptional analytical, drafting, writing, and research skills
Strong communication skills with the ability to explain complex concepts clearly
Highly organized, detail‑oriented, and able to multitask effectively
Comfortable working independently while contributing meaningfully to a team
Natural leader who enjoys mentoring others and taking initiative
Proficient in Microsoft Word, Excel, and Outlook
Preferred
LL.M. in Taxation
Company
Aionios LLC
At Aionios, we’re more than just recruiters—we’re connectors, bringing the human element back to the recruitment process.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase