Harrison LLP
Estate Planning & Trust Administration - Senior Associate Attorney or Junior Par
Harrison LLP, San Francisco, California, United States, 94199
Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner
Join to apply for the
Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner
role at
Harrison LLP .
About Harrison LLP Harrison LLP is a national law firm specializing in private wealth planning. The Firm’s services extend to the natural interplay between estate planning, business succession, matrimonial law, and related affinity practices. Founded in 2003, Harrison LLP focuses on providing sophisticated legal advice, exceptional client service, and innovative solutions.
Position Overview We are seeking a highly skilled and client-focused
Senior Associate or Junior Partner
with significant experience in
estate and wealth planning ,
trust and estate administration , and
business succession planning . The ideal candidate will bring strong technical knowledge, sound judgment, and a compassionate, client-first approach to planning.
Preferred Location We are open to candidates with an active license in any U.S. jurisdiction. An active bar license in California and/or Arizona is a plus.
Responsibilities A hybrid work structure is available, with flexibility for remote work depending on the candidate’s experience and client needs.
Key Responsibilities:
Advise ultra-high-net-worth individuals, families, and business owners on:
Complex estate and wealth transfer strategies.
Asset protection structures and trust administration.
Business succession planning.
Charitable and philanthropic strategies.
Draft and implement a wide range of planning documents, including:
Revocable and irrevocable trusts.
Generation-skipping transfer trusts.
IDGTs, BDGTs, GRATs, and ILITs.
Prenuptial and postnuptial agreements.
Buy-sell agreements and related business planning documents.
Collaborate with CPAs, wealth advisors, and family office teams to ensure coordinated planning across disciplines.
Assist with family governance, family meetings, and multigenerational planning structures.
Identify and proactively advise on income, estate, gift, and generation-skipping transfer tax issues.
Conduct legal and financial audits of existing client structures.
Qualifications
J.D. from an accredited law school; strong academic record.
7+ years of relevant experience in estate planning, wealth transfer, and/or trust and estate administration.
Deep knowledge of federal estate, gift, and generation-skipping transfer tax rules.
Proven ability to work with high-net-worth clients and navigate sensitive family dynamics.
Excellent drafting and communication skills.
Strong working knowledge of advanced estate planning and tax techniques.
Experience with high-net-worth or ultra-high-net-worth clients and complex family dynamics.
Comfortable managing multiple sophisticated matters with discretion and poise.
Excellent drafting, analytical, and verbal communication skills.
Self-starter who thrives in a fast-paced, collaborative, and client-focused environment.
Commitment to client service and building trusted relationships.
Preferred
Experience in modifying irrevocable trusts.
Exposure to closely held business succession issues.
Prior work with family offices or cross-disciplinary advisory teams.
Asset protection and entity structuring (e.g., LLCs, FLPs).
Exposure to planning for entertainers, athletes, or business founders.
Charitable planning and nonprofit formation.
Background in accounting or finance.
Why Join Harrison LLP?
The unique experience of working with a leading private wealth planning firm that has the resources and support of a large firm but with a boutique level focus.
Access to some of the most sophisticated and rewarding planning work in the country.
The opportunity to be a part of a firm that’s committed to innovation and world-class client service.
Competitive, fair, and transparent compensation and partnership opportunities.
The ability to work on sophisticated matters with real client impact.
A clear path for professional development and leadership.
A supportive, collegial, collaborative, and high-performance culture with opportunities for advancement.
Opportunities for community engagement and pro bono efforts.
Target Salary Range $275,000 - $360,000 annually. Compensation decisions depend on a wide range of factors including but not limited to experience and training, and other job-related factors permitted by law. This role will also be eligible for an annual discretionary variable incentive bonus.
Benefits Harrison LLP offers a comprehensive benefits package including personal time off, firm paid holidays, medical/dental/vision insurance, and 401(k).
Equal Opportunity Employer Harrison LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Harrison LLP will not accept unsolicited resumes through or from search firms or staffing agencies for this role. All unsolicited resumes will be considered the property of Harrison LLP, and the Firm will not be obligated to pay a placement fee.
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Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner
role at
Harrison LLP .
About Harrison LLP Harrison LLP is a national law firm specializing in private wealth planning. The Firm’s services extend to the natural interplay between estate planning, business succession, matrimonial law, and related affinity practices. Founded in 2003, Harrison LLP focuses on providing sophisticated legal advice, exceptional client service, and innovative solutions.
Position Overview We are seeking a highly skilled and client-focused
Senior Associate or Junior Partner
with significant experience in
estate and wealth planning ,
trust and estate administration , and
business succession planning . The ideal candidate will bring strong technical knowledge, sound judgment, and a compassionate, client-first approach to planning.
Preferred Location We are open to candidates with an active license in any U.S. jurisdiction. An active bar license in California and/or Arizona is a plus.
Responsibilities A hybrid work structure is available, with flexibility for remote work depending on the candidate’s experience and client needs.
Key Responsibilities:
Advise ultra-high-net-worth individuals, families, and business owners on:
Complex estate and wealth transfer strategies.
Asset protection structures and trust administration.
Business succession planning.
Charitable and philanthropic strategies.
Draft and implement a wide range of planning documents, including:
Revocable and irrevocable trusts.
Generation-skipping transfer trusts.
IDGTs, BDGTs, GRATs, and ILITs.
Prenuptial and postnuptial agreements.
Buy-sell agreements and related business planning documents.
Collaborate with CPAs, wealth advisors, and family office teams to ensure coordinated planning across disciplines.
Assist with family governance, family meetings, and multigenerational planning structures.
Identify and proactively advise on income, estate, gift, and generation-skipping transfer tax issues.
Conduct legal and financial audits of existing client structures.
Qualifications
J.D. from an accredited law school; strong academic record.
7+ years of relevant experience in estate planning, wealth transfer, and/or trust and estate administration.
Deep knowledge of federal estate, gift, and generation-skipping transfer tax rules.
Proven ability to work with high-net-worth clients and navigate sensitive family dynamics.
Excellent drafting and communication skills.
Strong working knowledge of advanced estate planning and tax techniques.
Experience with high-net-worth or ultra-high-net-worth clients and complex family dynamics.
Comfortable managing multiple sophisticated matters with discretion and poise.
Excellent drafting, analytical, and verbal communication skills.
Self-starter who thrives in a fast-paced, collaborative, and client-focused environment.
Commitment to client service and building trusted relationships.
Preferred
Experience in modifying irrevocable trusts.
Exposure to closely held business succession issues.
Prior work with family offices or cross-disciplinary advisory teams.
Asset protection and entity structuring (e.g., LLCs, FLPs).
Exposure to planning for entertainers, athletes, or business founders.
Charitable planning and nonprofit formation.
Background in accounting or finance.
Why Join Harrison LLP?
The unique experience of working with a leading private wealth planning firm that has the resources and support of a large firm but with a boutique level focus.
Access to some of the most sophisticated and rewarding planning work in the country.
The opportunity to be a part of a firm that’s committed to innovation and world-class client service.
Competitive, fair, and transparent compensation and partnership opportunities.
The ability to work on sophisticated matters with real client impact.
A clear path for professional development and leadership.
A supportive, collegial, collaborative, and high-performance culture with opportunities for advancement.
Opportunities for community engagement and pro bono efforts.
Target Salary Range $275,000 - $360,000 annually. Compensation decisions depend on a wide range of factors including but not limited to experience and training, and other job-related factors permitted by law. This role will also be eligible for an annual discretionary variable incentive bonus.
Benefits Harrison LLP offers a comprehensive benefits package including personal time off, firm paid holidays, medical/dental/vision insurance, and 401(k).
Equal Opportunity Employer Harrison LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Harrison LLP will not accept unsolicited resumes through or from search firms or staffing agencies for this role. All unsolicited resumes will be considered the property of Harrison LLP, and the Firm will not be obligated to pay a placement fee.
#J-18808-Ljbffr