Trusts & Estates Attorney
: Job Details :

The Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. The Trusts & Estates Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member. This is a very fast-paced environment, and the Trusts & Estates Attorney must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.Direct Reports: N/AEssential Duties and Responsibilities, Including but Not Limited To:

Meet or exceed minimum billable hours requirement

Design plans for high-net-worth clients

Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts

Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.

Manage complex trust administrations

Perform initial client intake calls and shepherd the CRMs through engagement

Perform legal research

Manage and organize client files as well as keep client database and document management system up to date.Requirements:Education and Experience

Juris Doctorate

Active member of California State Bar

Expertise in Federal tax law and California state tax law required

LL.M. in Tax preferred

Prior experience taking the lead role in client meetings

Prior experience managing client communications and expectationsKnowledge, Skills & Abilities

Proficient in MS Office Suite with an emphasis on Word, Excel and Outlook

Solid command of English including excellent spelling, grammar, punctuation, form and style.

Organized and detail oriented

Ability to manage a team, set goals and mentor others

Ability to communicate clearly and work well with a team and individuallyBenefits of working at JKZ LLPIn addition to a competitive compensation and bonus programs, JKZ also offers:

Option for fully employer paid medical insurance

Dental, Vision, additional life, AD&D and other employee paid insurances

Fully paid Long Term Disability and Life Insurance

Paid State Bar and BASF dues

Paid Continuing Education

Paid Time Off

11 Paid Holidays

401(k) PlanJKZ LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr