Mid-Level Trusts & Estates Associate - Complex Planning
PermanentPlacements.com
Our client is seeking a mid-level associate with 3–5 years of trust and estate planning experience to join its Family Wealth Planning Practice Group. The ideal candidate will have experience with sophisticated estate planning and trust administration, including drafting comprehensive estate plans such as wills, revocable living trusts, and irrevocable trust instruments. Estate and gift tax knowledge is highly desired. This role offers the opportunity to work directly with senior estate planning partners in a collegial environment. Responsibilities Draft comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments Advise on trust administration and related matters Collaborate with senior partners on complex estate planning strategies Provide guidance on estate and gift tax issues Required Qualifications Previous law firm experience required; Am Law 200, leading regional, or major boutique firm experience preferred 3–5 years of experience in trust and estate planning Strong drafting skills for estate planning documents Knowledge of estate and gift tax laws Preferred Qualifications Experience with complex assets such as pre-IPO stock, equity compensation, carried interest, or family businesses Familiarity with succession planning and charitable giving strategies Ability to navigate unique family dynamics and blended family situations #J-18808-Ljbffr
- ...Job Overview A law firm seeks a mid-level trust and estate transactional associate in San Francisco, California. The... ...candidate will join the Family Wealth Planning Practice Group, focusing on... ...estate planning partners. Engage in complex estate and gift tax planning....SuggestedRemote work
- ...BCG Attorney Search is seeking a mid-level trust and estate transactional associate to join their Family Wealth Planning Practice Group in San Francisco, California. The role involves drafting estate plans, collaborating with partners, and engaging in tax planning. The...SuggestedRemote work
- ...Attorney Search is seeking a highly qualified and motivated mid-level Real Estate Associate to join their team in San Francisco, CA. The ideal... ...background in real estate transactions and the ability to manage complex deals from inception to completion. The role requires...Suggested
- ...Job Overview A law firm seeks a Mid-to-Senior-Level Real Estate Associate to join its San Francisco office. The ideal candidate will have a minimum of... ...abilities. Effective team collaboration. Benefits 401(k) plan. Medical, dental, and vision insurance. Health Savings...SuggestedTemporary workWork at officeFlexible hours
- ...BCG Attorney Search is seeking a Mid-Level Real Estate Associate to join their San Francisco team. The ideal candidate will have 2-4 years of real... ...collaborating with clients. Competitive benefits such as 401k and comprehensive insurance plans are offered. #J-18808-Ljbffr...Suggested
- ...Job Overview A law firm seeks a Mid-Level Real Estate Associate to join their team in San Francisco, CA. The ideal candidate will have 2-4 years of... ...to work independently and as part of a team. Benefits 401k Plan Medical, Dental, and Vision Insurance Health Savings Account...Flexible hours
- ...A nationally recognized law firm is seeking a mid-level associate to join their real estate finance team in San Francisco. This position will involve negotiating mortgage loan documents, drafting and negotiating purchase and sale agreements, and managing closings. The...
- MKThink is looking for an Associate in Real Estate Strategy in San Francisco, California... ...is designed for early- to mid-career professionals... ...a graduate degree in Urban Planning or related fields and 3-5 years... ...Responsibilities include analyzing complex challenges and developing...
$195k - $205k
...We are recruiting a mid-level Real Estate Transactional Associate on behalf of a premier California regional law firm.... ...high-profile projects, including master-planned communities, high-rises, common interest developments, and complex mixed-use projects. In this role...- ...Implementation. The Real Estate Services Division (RES)... ...Analyst will work on complex transactions for the lease... ...ordinances, general plans, and transfers of title... ...liaison for the SFPUC to associated regulatory and advisory... ...professional‑level analytical work. Qualifying...Full timeContract workTemporary workWork experience placementWork at officeLocal areaRemote work
$100k - $140k
...Power of Withum Plus You Withum is seeking a Real Estate Valuation Senior Associate who is an early to mid‑career professional with a minimum of 2–6 years of... ...appraisals of real property for estates, financial planning, lending, litigation, financial reporting, and other...TraineeshipWork at officeLocal area- ...law firm seeks a highly qualified mid-level to senior associate to join its real estate transactions practice in San... ...will have substantial experience in complex real estate financings, joint ventures... ...insurance. Retirement savings plan. Professional development...
- ...seeks a highly qualified and motivated mid‑level Real Estate Associate to join their team in San Francisco,... ...and the ability to manage complex deals from inception to completion. Duties... ...voluntary insurance, including vision. 401(k) plan. Paid time off. #J-18808-Ljbffr...
- ...and motivated Commercial Real Estate Appraiser based in or near... ...gain hands-on experience with complex valuation assignments across a... ...analysis, eminent domain, and estate planning. This is an excellent... ...needs. Work alongside senior-level appraisers and MAI-designated...Work at officeRemote workHome office
$100k - $150k
...! HIRING NOW.... REAL ESTATE ASSOCIATE ATTORNEY- TITLE INSURANCE... ...with clients at all levels, in-person and... ...the ability to assess complex real estate transactions... ...execute structured outreach plans Develop and maintain a... ...while representing a trusted brand. This role provides...Remote work- ...BCG Attorney Search is looking for a mid-level Real Estate Finance Associate to join its San Francisco team. The ideal candidate will have 3-8 years... ...drafting and negotiation skills. This role involves managing complex lending transactions, collaborating with colleagues...
- ...Job Overview A law firm seeks a mid-level Real Estate Finance Associate to join its team in San Francisco, CA. The ideal candidate will have experience... ...for teamwork and client interaction. Duties Work on complex real estate lending transactions. Collaborate with team...Work at office
- ...BCG Attorney Search seeks a Mid-to-Senior-Level Real Estate Associate for its San Francisco office. Candidates must have a minimum of three years of transactional... ...license. A competitive benefits package, including medical and retirement plans, is offered. #J-18808-Ljbffr...Work at office
- ...collaborative, hands‑on approach to solve complex problems and deliver results our clients... ...property due diligence to inform project planning and risk assessment. Negotiate agreements... ...project delivery teams. Assist with real estate strategy development during project planning...Local area
- ...Australia-Employment in San Francisco is seeking an experienced Associate Attorney to join their high-end estate planning firm. The role emphasizes sophisticated work with high-net-worth clients and clear advancement opportunities towards partnership. The ideal candidate...
$260k
Advocates Legal Recruiting is seeking a Real Estate Mid-to-Senior Associate based in San Francisco. The role involves handling complex real estate transactions, including debt and joint venture structures. Ideal candidates should have significant transactional experience...- ...searching for a seasoned senior-level appraiser who excels in a... ...President -Senior Valuer, you'll lead complex valuation assignments,... ...experience in commercial real estate valuation Strong analytical and... ...culture is successful because we trust our teams to be accountable to...Full timeWork at officeRemote workFlexible hours
$34.01 per hour
...service to our guests. Our Banquets department is involved from planning, set-up and execution to the breakdown of the room so events... ...every detail. We are looking for individuals who possess a high level of attention to detail and a strong work ethic. This role has...Hourly payWork at officeAll shiftsFlexible hoursShift workWeekend work- A legal services provider is seeking an experienced Estate Planning Attorney to join their team in San Francisco, California. This role focuses on working with high-net-worth clients, providing strategies for wealth preservation and legacy planning. The ideal candidate...
- ...firm, is seeking a junior real estate associate to join our Real Estate &... ...national, and increasingly global level, this is an exciting... ...national and global clients in complex acquisitions and dispositions... ...discretionary bonus, 401(k) plan, medical, dental, and vision...Work at officeLocal area
- A nationally recognized law firm is seeking a mid-level associate to join their real estate finance team. This role offers exposure to sophisticated, national-scale transactions across diverse asset classes. Responsibilities Negotiate and draft mortgage loan documents...
- ...independence, we have cultivated a high-trust culture that prizes... ...team. The Opportunity: The Real Estate Analyst is a key member of the... ...leading role in the property-level analytical activities for the... ...including new leases, capital plans, financing, and exit strategies...Work experience placement
$30 - $34 per hour
...Months Location: SFO, CA (#LI-Hybrid) Pay Range: $30 - $34 per hour on W2 Job Summary The Corporate Real Estate Analyst role focuses on supporting strategic planning and portfolio optimization for a global real estate portfolio. This position involves providing...Hourly payContract workRelocation$260k
...Direct Counsel is seeking a Real Estate Transactional Associate to join a prominent and growing real... ...Responsibilities Advise clients on complex commercial real estate transactions... ...D. from an accredited law school Mid-level or senior-level transactional experience...Flexible hours$165k - $195k
...specialized expertise in probate and trust administration, and offers... ...environment. Hybrid Estate Associate Attorney Benefits: -... ...Requirements: - 5+ years of complex California Trust and Estate... ...drafting a wide array of estate planning and trust administration...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Mid-Level Trusts & Estates Associate - Complex Planning. Be the first to apply!
- commercial real estate specialist San Francisco, CA
- real estate salesperson San Francisco, CA
- estate agent San Francisco, CA
- commercial real estate broker San Francisco, CA
- commercial title examiner San Francisco, CA
- property management specialist San Francisco, CA
- real estate agent San Francisco, CA
- apartment locator San Francisco, CA
- title examiner remote San Francisco, CA
- title examiner San Francisco, CA


