Senior Estate Planning Attorney

Johnston, Kinney & Zulaica LLP (“JKZ”) is a boutique San Francisco financial district law firm whose mission is to provide thoughtful and practical solutions to support and protect our clients through life’s challenges. We are a women and minority-owned law firm. Our practice areas are estate planning, trust administration, probate and family law. We also specialize in international estate planning, tax, probate and trust administration for high wealth clients, including a significant portfolio of multinational clients in the UK, Mexico, and Central and South America. JKZ attorneys have made significant contributions to the development of LGBT estate planning and family law. We work every day to cultivate trusted relationships with our clients, our employees and our community.

Role Responsibilities

JKZ is currently looking for a Senior Estate Planning Attorney with a minimum of 5 years of recent experience designing plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. The Senior Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member. The Senior Attorney is expected to be able to solely manage their case load.

Qualifications

  • At least 5 years’ experience working as a Trust and Estate Paralegal
  • Expertise in Federal tax law and California state tax law required
  • LLM in Tax preferred
    • Planning for blended families
    • Generation-skipping transfer tax planning
    • International estate planning and cross-border issues
    • Fiduciary income tax issues
    • Preparation of estate tax returns and gift tax returns
    • Solid command of English including excellent spelling, grammar, punctuation, form and style
    • Organized and detail oriented

      Benefits of working at JKZ LLP

      In addition to a competitive compensation and bonus programs, JKZ also offers medical, dental and vision insurance, disability and life insurance, 401k and Profit-Sharing Plan, FSA for Healthcare and Dependent Care, PTO, VTO, Paid Parental Leave, 10 paid holidays and an amazing collaborative culture. We also offer paid State Bar and BASF dues for paralegals, as well as paid Continuing Legal Education study.

      JKZ LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.