Job Details
Estate & Tax Planning Attorney in San Jose, CA
San Jose, CA, United States
Industry: Legal | Type: Full-Time
Posted Date: Apr 19, 2024
Salary: USD 120000 to 150000 Annually
Practice Areas: Trusts and Estates
Qualifications: Qualifications: Strong work ethic, attention to detail, the desire to assist clients with professional communication and solid work product. Knowledge of probate proceedings for trust and estate administration, guardianships, conservatorships, and related matters. Including initiating and managing probate or administrative proceedings, appointments or resignations of fiduciaries, disclaimers, inventory, and claims against estates. Strong legal research and writing skills are a must. Desire to participate in client interaction, ongoing client relationship management.
Job Description:
Trust and Estate Planning Attorney
Responsibilities: Competent in drafting and implementing estate planning documents, including wills, trusts and related documents. Advise on trust and estate administration, including competency in tax compliance obligations for individuals, estates, and trusts. Utilizes tax law knowledge to help clients devise ways to reduce taxes or fees that may be imposed on an estate. Responsible to maintain wealth management relationships by integrating fiduciary knowledge, financial planning, business development, and investment knowledge. Help identify opportunities with existing clients and new prospects.
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