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Company Name:
WealthPlan
Approximate Salary:
Not Specified
Location:
San Jose, California
Country:
United States
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Experience level:
Education level:

Estate Planning Attorney - San Jose

Our firm was founded to provide superior legal services to those clients in need of a global approach to their tax and estate planning.We are focused on the specific design and immediate implementation of fully integrated wealth planning systems, including trusts, partnerships, corporations, limited liability companies, and charitable techniques.Our practice areas include wealth and estate planning, trust and estate administration, trust and estate litigation, and tax controversy. We are seeking an energetic attorney to join our team.We offer full benefits, including medical/dental/vision/life insurance and 401(k). Requirements: JD from an accredited law school Member of California Bar LLM in Taxation (preferred, but not required) At least three years of experience in the Trusts and Estates practice area Experience and/or exposure in dealing with various tax issues relating to trusts, estates and family and business entities Experience in analysis and preparation of estate and gift tax returns Knowledge of basic drafting of foundation estate planning documents Excellent Problem Solving and Analytical Skills Ability to manage and complete multiple projects at one time Strong interpersonal skills Exceptionally Team Oriented Command of MS office products (Word, PowerPoint, Excel)Proficiency in Lexis/BNA and other internet research tools
Associated topics: attorney firm, child custody, client, court, divorce, lawyer, law firm, legal office, litigate, litigation

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