Carmel & Naccasha, with offices in San Luis Obispo and Paso Robles, seeks an attorney with a minimum of 5-8 years of experience in will, trusts and estates as well as probates and conservatorships. Background and working knowledge in corporate work, governance and transactions is a plus.
The candidate will:
∙ Design, draft and execute estate plans, including wills, revocable and irrevocable trusts, powers of attorney, premarital agreements, and other estate planning documents;
∙ Design, draft and execute estate and gift tax returns (including complex reporting and valuation issues);
∙ Consult with and advise fiduciaries in probate and trust administration;
∙ Be experienced with family limited partnerships and limited liability companies, shareholder agreements, installment sales, and other related transactions.
The candidate must be admitted to the California Bar. Must have a law degree from an ABA-approved law school and be an active member in good standing of the Bar. Should have 5-8 years of trusts and estates experience. Our clients range from young families to high net-worth individuals. Candidate should have experience with a wide range of client types and appreciate working at both ends of the spectrum.
In addition to a passion for helping clients with planning, potential candidates must have superior written and verbal communication skills, as well as a commitment to excellent client service.
Our firm was founded in 2004 with a commitment to Client Focused and Community Minded. As a firm we also value good team work and internal communication. Successful employees (team members) show respect not only for clients, but for fellow employees and the community at large.
San Luis Obispo and Paso Robles are amazing communities located on the Central Coast, half-way between San Francisco and Los Angeles. The County offers small town charm and friendliness combined with world class wineries, a thriving university and unparalleled scenic beauty.
Although we don’t know why anyone would want to live anywhere else, remote work is possible.
This is a full-time competitive-salaried position that also offers medical, dental and vision insurance and a 401(k) and profit sharing plan. Salary negotiable and DOE.