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Trust and Estate Attorney

$112.5k - $150k

Friedemann Goldberg Wargo Hess LLP

Key Responsibilities Estate Planning: Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives. Tax Planning: Provide advice on tax‑efficient strategies for wealth transfer, including gift tax, estate tax, and generation‑skipping transfer tax planning. Trust Administration: Advise beneficiaries and trustees on the administration of trusts, including preparing trust accountings, ensuring compliance with trust terms, managing trust assets, and related income and transfer tax issues. Probate: Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries. Client Relations: Build and maintain strong relationships with clients, offering ongoing legal advice and support tailored to their specific needs. Qualifications License to practice law in California with no record of discipline. 1–6 years of experience in trusts and estates in California. Knowledge and experience in related business and real‑property issues. Knowledge and experience in tax expertise. Willingness to take on increasing responsibility, possess excellent writing and communication skills, and technical expertise. Superior analytical, communication, drafting, writing, research skills, and the ability to work both independently and as part of a team. Enthusiastic, collaborative, and thoughtful. Ties to or an interest in living in Sonoma County are preferred. Benefits Salary range of $112,500 to $150,000, depending on years of experience. Hybrid work environment. Annual billable hours for associates are targeted lower than large firms at 1,650 hours. Performance‑based bonus; additional bonus based on collections directly sourced by associate. Employer‑sponsored medical, vision, life, and long‑term disability insurance. Employer contribution to spouse/dependent medical and vision insurance. 401(k) with employer contributions. Vacation and sick paid time off. State (CA) and county bar dues paid by the firm. Tuition reimbursement for MCLE required courses to meet California requirements. Firm‑provided iPhone, iPad, and laptop. #J-18808-Ljbffr

Vacancy posted 3 days ago
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