Trust & Estates Attorney

Trust & Estates Attorney

Career Consulting Partners has partnered with an AM Law 100 firm that represents clients at the forefront of technological advancements ranging from aviation to artificial intelligence and possesses a thorough understanding of their industries and evolving needs. With 21 offices across the United States Asia and Europe and a global network of legal partners we are searching for a mid to seniorlevel attorney with a background in trust and estate planning.

DEPARTMENT INSIGHT:

The Personal Planning and Private Services team provides a range of estate planning services guiding individuals entrepreneurs and executives toward effective wealth transfer. Clients seek their counsel on preparation of wills trusts powers of attorney probate and trust administration and guidance on business succession and tax planning. They also support their clients with international trust and estate services family office services and federal tax.

ABOUT THE ROLE:

As a midlevel Associate in the Personal Planning group you will work alongside a team of highly experienced practitioners on sophisticated transactions at a national level. This role offers the opportunity to advise individuals and families with advanced estate and tax planning techniques.

DUTIES:

• Provide strategic counsel and advise individuals and families with sophisticated estate and tax planning techniques
• Experience creating and administering family offices modify complex trusts and plan business interests
• Experience with highnetworth client estates and complex wealth transfer strategies
• Knowledge of charitable planning techniques including private foundations and charitable trusts
• Experience in resolving disputes related to trusts and estates.
• Manage client relationships and collaborate with external counsel delivering practical businessdriven legal solutions.

REQUIREMENTS:

• At least 28 years of relevant transactional experience in trust and estate planning
• Stellar academic credentials and strong references.
• Demonstrated communication skills both written and verbal with an ability to effectively interact with clients and counsel
• Active California Bar admission
• Detailoriented and demonstrated ability to think critically and strategically
• Ability to work effectively in a teamoriented fastpaced environment

COMPENSATION & BENEFITS:

• Compensation: $230000 $400000
• Comprehensive medical dental and vision insurance mental health support (EAP therapy mindfulness apps) Peloton membership and a WellBeing Program focused on mental health awareness.
• Unlimited PTO paid holidays bereavement jury duty and leave of absence options.
• Adoption assistance backup care fertility coverage elder care services life and disability insurance and pet insurance.
• 2 days inoffice after onboarding home office reimbursement internet allowance and mobile phone reimbursement.
• 401(k) plan financial consultations firm HSA contributions FSAs for healthcare and childcare and student loan refinancing programs.

LOCATION:

• Palo Alto CA 94304
• Hybrid (2 Days in the Office)

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward.