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Estate Planning Attorney

Posted on Mar 19, 2021 by Spaulding McCullough & Tansil LLP

Santa Rosa, CA
Legal
Immediate Start
Annual Salary
Full-Time

About Us: Spaulding McCullough & Tansil is a growing 22 attorney, top-rated law firm in Santa Rosa with established litigation, estate planning, employment and business transaction departments. We are dedicated professionals offering people-focused service so that each client is valued. As an employer, we embody those same values of putting people first! And while we work hard, we also have fun. Our friendly, collaborative environment has contributed to our goal of meeting clients needs, and has landed us on the Best Places to Work list b the North Bay Business Journal 4 years in a row. About the Opportunity: Currently we are looking for an Associate Attorney to join our estate planning department. The ideal candidate will have 3-5 years of recent experience designing plans for high net worth clients, designing and drafting irrevocable 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 Associate Attorney position requires superior analytical, communication, drafting, writing, and research skills, and the ability to work both independently and as a team member. About the Candidate: * Licensed to practice law in California * Experience with Federal and California state tax law * Knowledge of and/or experience with generation-skipping transfer tax planning * Knowledge of and/or experience with fiduciary income tax issues * Experience in handling probate matters, including preparing and filing motions and trust litigation, preferred * Demonstrated success in helping to build and manage client relationships and deliverables * Excellent verbal and written communication skills * Ability to interface with clients on a regular basis * Outstanding organizational and time management skills * Must be detail oriented * Ability to problem solve and work with a variety of personalities and work styles * Must be a self-starter with superior organizational skills and the ability to manage multiple assignments within a fast-pace environment We offer a competitive benefits package. Compensation commensurate with experience. Please email cover letter, resume and list of references to Heather Holliday at Show moreShow less


Reference: 34126092

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