Private Wealth Services AssociateA leading global law firm is seeking a Mid to Senior-Level Associate to join its Private Wealth Services Practice in San Diego. This role offers the opportunity to advise high-net-worth individuals and families on sophisticated estate planning, wealth transfer, and trust administration matters within a collaborative and nationally recognized practice.Key ResponsibilitiesDraft and implement advanced estate planning structures, including Revocable Trusts, ILITs, SLATs, IDGTs, and GRATsAdvise on transfers involving QSBS stock, business interests, and real estate assetsManage complex trust and estate administrations, including trust modifications, decantings, mergers, and terminationsConduct legal research involving multijurisdictional and cross-border estate planning issuesSupervise and mentor junior attorneys while independently managing sophisticated mattersQualifications4–8 years of trusts and estates or private wealth planning experienceStrong drafting, research, organizational, and communication skillsExperience handling sophisticated estate planning for high-net-worth clientsPrior law firm experience preferredLL.M. in Taxation or Estate Planning is a plusCompensation & BenefitsCompetitive compensation, discretionary bonus eligibility, and comprehensive benefits package included.Application MaterialsPlease submit:ResumeCover letterLaw school transcriptWriting sample
Private Wealth Services Associate (Mid to Senior Level) - San Diego in san diego at Unknown Company
This position is listed as full time and onsite.