Trust & Estates Attorney

CM Legal
A prestigious law firm is seeking a Trust & Estates Attorney with 6–9 years of relevant experience to join its San Francisco office. The ideal candidate will have a strong background advising high-net-worth clients on complex tax and estate matters, including succession planning, family office structuring, mergers and acquisitions, fund formation, and entity structuring. Experience with sophisticated trust or transactional document drafting, including buy-sell agreements and transfers, is essential.
Additional experience in cross-border planning, California income tax planning, and Qualified Small Business Stock (QSBS) planning is a plus but not required. Candidates must demonstrate strong research, drafting, and communication skills and hold a J.D. with strong academic credentials; a Tax LL.M. is preferred. California Bar membership is required.
The role also involves contributing to the firm’s business development efforts—writing thought leadership content, attending industry events, and fostering relationships with intermediaries and peer firms. This is a dynamic opportunity for an attorney who is both technically skilled and client-focused, looking to grow within a top-tier Private Client and Tax practice. Compensation ranges from $270,000 to $295,000, commensurate with experience.