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Senior Trusts & Estates Attorney – High-Net-Worth & Complex Planning | Palo Alto, CA- 394613
Senior Trusts & Estates Attorney – High-Net-Worth & Complex Planning | Palo Alto, CA- 394613BCG Attorney Search • Palo Alto, CA, United States
Senior Trusts & Estates Attorney – High-Net-Worth & Complex Planning | Palo Alto, CA- 394613

Senior Trusts & Estates Attorney – High-Net-Worth & Complex Planning | Palo Alto, CA- 394613

BCG Attorney Search • Palo Alto, CA, United States
4 days ago
Job type
  • Full-time
Job description

Trusts & Estates Attorney – Palo Alto Office

Base pay range : $150,000 – $250,000 per year.

Job ID : 394613.

Practice areas : Estate & Tax Planning, Probate, Trusts and Estates – General.

Location : Palo Alto, CA (with opportunities in Austin, San Diego, Phoenix, Del Mar Heights, Silicon Valley).

A leading Palo Alto law firm seeks an experienced Trusts & Estates Attorney with over 5 years of estate planning experience, preferably working with high‑net‑worth clients. The role offers direct client contact, sophisticated estate planning work, and strong mentorship within a respected tax practice.

Key Responsibilities

  • Draft and review estate planning documents including trusts, wills, deeds, and powers of attorney.
  • Assist with probate and trust administration matters.
  • Prepare Form 706 estate tax returns and related filings.
  • Advise high‑net‑worth individuals on complex domestic and international estate tax planning.
  • Work closely with partners and clients to implement customized estate planning strategies.

Qualifications

  • 5+ years of estate planning experience, preferably with high‑net‑worth clients.
  • Juris Doctor (JD) from an accredited law school.
  • Licensed to practice in California or Arizona (location dependent).
  • Tax background such as LL.M. in Tax or CPA preferred.
  • Fluency in a foreign language (e.g., Spanish or Vietnamese) is a plus.
  • Culture & Firm Appeal

    Recognized for stability, diversity, and a collaborative culture of strong mentorship and professional development across its 140+ attorneys. Ranked among top firms by U.S. News & World Report.

    Why This Role Is Unique

  • Extensive direct client contact uncommon for firms of similar size.
  • Strong mentorship and a pathway to expand your private client practice.
  • Opportunities to work on sophisticated, multi‑jurisdictional estate planning matters.
  • A respected tax practice platform supporting long‑term career growth.
  • Call to Action

    Apply now for a confidential discussion with a recruiter.

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    Trust Estate Attorney • Palo Alto, CA, United States

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