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Junior Trusts & Estates Associate

Buchalter

Overview The practice advises high-net-worth individuals, private foundations, and family offices. Advise clients on multi-generational wealth planning and tax optimization strategies, involving direct client contact and serving as a key liaison with advisors and the senior supervising partner. Draft complex estate plans, charitable gift agreements, and trust structures tailored to sophisticated client needs. Structure and implement strategic wealth transfer techniques, including dynasty trusts, sales to defective grantor trusts, Wandry gifts, grantor retained annuity trusts, and charitable remainder trusts. Counsel fiduciaries on post-death and ongoing trust administration, requiring familiarity with trust accounting rules, modifications, and decanting. Advise clients on the characterization of community and separate property, including transmutation agreements; experience with prenuptial, postnuptial, and cohabitation agreements is a plus. Manage large-scale planning projects in collaboration with clients and their outside advisors. Requires demonstrated independent drafting experience across a wide range of estate planning and trust documents. Requires demonstrated management of client relationships and projects. Additional state bar admission in Washington is a plus. #J-18808-Ljbffr

Vacancy posted 5 days ago
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