Trusts & Estates Associate

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    "description": "<p>Buchalter is seeking a highly skilled and experienced attorney to join our growing Trusts &amp; Estates practice, with the position based in San Francisco. &nbsp;This is an exceptional opportunity for a senior level associate or counsel with a strong background in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices.</p>\n\n<p><br />\nKey Responsibilities<br />\n&bull;&nbsp;&nbsp; &nbsp;Advise clients on multi-generational wealth planning and tax optimization strategies. &nbsp;Expectation is that candidate will have direct client contact and will be a key liason between the clients and their advisors and the senior supervising partner.<br />\n&bull;&nbsp;&nbsp; &nbsp;Draft complex estate plans, charitable gift agreements and trust structures tailored to sophisticated client needs.<br />\n&bull;&nbsp;&nbsp; &nbsp;Structure and implement strategic wealth transfer techniques (e.g., dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts and charitable remainder trusts).<br />\n&bull;&nbsp;&nbsp; &nbsp;Counsel fiduciaries on post-death trust administration and on-going trust administration (including familiarity with trust accounting rules, trust modifications, and decanting).<br />\n&bull;&nbsp;&nbsp; &nbsp;Advise clients on the characterization of community and separate property, including transmutation agreements. &nbsp;Experience with prenuptial, postnuptial and cohabitation agreements a plus.<br />\n&bull;&nbsp;&nbsp; &nbsp;Collaborate with clients and their outside advisors to manage large-scale planning projects.</p>\n\n<p>Qualifications<br />\n&bull;&nbsp;&nbsp; &nbsp;Juris Doctorate from an accredited law school<br />\n&bull;&nbsp;&nbsp; &nbsp;Admission to and good standing with the California State Bar. &nbsp;Additional state bar admission in Nevada, Texas, Wyoming, South Dakota or Washington a plus.<br />\n&bull;&nbsp;&nbsp; &nbsp;Minimum of 6 years of relevant experience in private client services in a law firm setting.<br />\n&bull;&nbsp;&nbsp; &nbsp;Demonstrated independent drafting experience with a wide range of estate planning and trust documents.<br />\n&bull;&nbsp;&nbsp; &nbsp;Superior oral and written communication skills and demonstrated management of client relationships and projects.</p>\n",
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