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Trust and Estate Attorney

Company

Friedemann Goldberg Wargo Hess LLP

Location

santa rosa, United-States

Type

Full-time

AV-rated north bay firm seeks Associate Attorney to join our trust and estate practice. 


Key Responsibilities:

  • Estate Planning : Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives.
  • Tax Planning : Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning.
  • Trust Administration : Advise beneficiaries and trustees on the administration of trusts, including preparing trust accountings, ensuring compliance with trust terms, managing trust assets, and related income and transfer tax issues.
  • Probate : Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries.

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