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Job Details

Estate Planning Associate

Company name
Barulich Dugoni Law Group, Inc

Salary
$125,000.00 to $150,000.00 /ye

Location
San Mateo, CA

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BD Law is looking for an Associate Attorney with a focus on estate administration, estate planning, and business succession planning.The primary areas of practice include complex estate administration, including drafting pleadings for collection of assets and modification of irrevocable trusts, compiling estate tax returns, and working closely with clients on collecting and valuing assets; basic and sophisticated estate planning, including family succession planning, irrevocable trusts, and compiling gift tax returns; and business planning, including formation and operation. Experience and knowledge with generation-skipping transfer tax planning, irrevocable gift trusts, family limited partnerships is a plus. Estate, gift, and income tax background preferred. LLM in tax a plus, but not required.

Candidates must be organized, efficient, and detail oriented, with the ability to prioritize and follow through to completion. Candidates are expected to have the ability, with assistance from the firm, to develop new business and build a practice. Admitted to practice in CA is required.

Job Type: Full-time

Salary: $125,000.00 to $150,000.00 /year

Experience:

estate planning: 4 years (Required)

License or certification:

Admitted to California Bar Assoc (Required)

Company info

Barulich Dugoni Law Group, Inc

Company Profile

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