Private Client Attorney (Trusts and Estates) - San Francisco

Alchemy Legal - San Francisco, CA

Private Client Attorney (Trusts and Estates) - San Francisco

The Department: Our team helps successful families and entrepreneurs around the world structure their assets in a way that will preserve their wealth now and for future generations. We advise on all aspects of wealth structuring, using various techniques and vehicles such as trusts and entities. We have over 150 lawyers worldwide who concentrate on tax and succession planning for individuals and families. We advise on lifetime gifts, intervivos and post-mortem estate plans and issues related to the management and taxation of inter-generational transfer strategies.

The Role: The focus of this role will be to work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters.

Skills and experience required:
Strong academic credentials (JD required; LLM is a plus)
Strong drafting, writing, research and communication skills
Experience drafting complex wills and trusts
Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies

Knowledge of and ability to research and apply rules governing income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax and Chapter 14
International experience a plus
Strong project management, ability to balance a large number of competing priorities
Attention to detail
Team Player
Ability to work directly with clients to establish, develop and maintain long-term relationships

Compensation will be commensurate with experience (they told us to send along candidates with salary expectations)

Prestigious law firm provides great environment and working atmosphere.

To hear more (confidentially of course), please email your resume along with salary expectations.

Thank you!

Phillip Prodehl
Alchemy Legal

Posted On: Friday, August 9, 2019

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