DELAGNES, LINDER & DUEY, LLP · 2 days ago
Senior Estate Planning Attorney
San Francisco, CA
Full-time
Onsite
Senior Level
$150K/yr - $220K/yr
5+ years expDelagnes, Linder & Duey, LLP specializes in estate planning, taxation, and business transactions, and they are seeking an experienced Attorney for their Estates and Trusts practice group. The role involves advising high-net-worth clients on estate planning strategies, managing probate and trust administrations, and drafting necessary legal documents.
FinanceLaw EnforcementLegalReal EstateWealth Management
Hiring Manager
Janice Yi
Responsibilities
Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
Draft complex estate planning documents independently
Manage large-scale client projects, ensuring effective communication and timely completion
Collaborate closely with clients and their outside advisors on wealth planning solutions
Conduct legal research and stay informed on changing tax laws relevant to estate planning
Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
Has a minimum of 5 years handling estate planning and trust administration for taxable estates
Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
Is highly resourceful, composed and empathetic
Qualification
Required
5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning
Experience working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans
Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
Draft complex estate planning documents independently
Manage large-scale client projects, ensuring effective communication and timely completion
Collaborate closely with clients and their outside advisors on wealth planning solutions
Conduct legal research and stay informed on changing tax laws relevant to estate planning
Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
Minimum of 5 years handling estate planning and trust administration for taxable estates
Possesses solid gift, estate and generation-skipping transfer (GST) tax skills
Able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision
Prepare and review estate and gift tax returns
Proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects
Doesn't require supervision in these areas
Energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team's success as a whole
Mentorship of junior team members and development and refinement of team processes
Inspires the confidence of clients, intermediaries and referral sources (internal and external)
Takes a practical approach to solving client problems
Nimble in employing tools to implement solutions
Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
Highly resourceful, composed and empathetic
Juris Doctor (JD) from an accredited law school
Admitted to and in good standing with the California Bar
Preferred
L.L.M. in Taxation, desired
Company
DELAGNES, LINDER & DUEY, LLP
Delagnes, Linder & Duey, LLP provides our clients a broad array of sophisticated Estate Planning, Tax Planning, Business, and Real Estate services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase