Senior Trust & Estate Associate Attorney Job at Adams & Martin Group, San Rafael, CA

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  • Adams & Martin Group
  • San Rafael, CA

Job Description

A boutique law firm with several offices throughout California, seeks a sophisticated estate planning/trust administration attorney with a minimum of 5 years of experience and partnership aspirations. This position would sit out of the firms North Bay office and allow for a hybrid, flexible schedule once the Attorney is up and running.

The firm is particularly accomplished in the areas of estate planning & administration, corporate and business transactions, real estate transactions, tax, and litigation related to these practices. Their estate planning practice includes work with high-net wealth clients.

The ideal candidate will share the firms values of collegiality and excellence and appreciate their emphasis on work-life balance and professional growth. The has a billable requirement of 1250.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Confer with clients to identify their objectives and concerns.
  • Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques.
  • Counsel clients about possible strategies to reach objectives.
  • Draft estate plans and trust administration documents (sometimes basic, sometimes advanced) to implement strategies.
  • Work well with attorneys in other practice areas and with firm support to leverage team-wide capacity and maximize efficiency.
  • Cultivate relationships with the firm's existing clients.
  • Originate new clients.

REQUIREMENTS:

  • J.D. from ABA ABA-approved school.
  • Active License with the State Bar of California.
  • An LLM in tax or estate planning, preferred.
  • 5+ years of experience in estate planning, probate, and trust administration.
Desired Skills and Experience

5+ years of trust and estate experience.
Active and in good standing with the California State Bar.
LLM preferred but not required.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Tags

Local area, Flexible hours,

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