Fri, Feb 27, 2026, 11:27 AM - Updated

Estate Planning Attorney (5-10 years) - SmLaw

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Date: Tue, Jul 02, 2024, 11:32 PM
About Us:
Spaulding McCullough & Tansil LLP (“SMT”) is a premier law firm based in the heart of Sonoma County’s wine country just north of San Francisco. SMT’s 18 attorneys represent sophisticated clients in a wide variety of matters, including business, litigation, estate planning, intellectual property, labor and employment law, and real property. We deliver top-notch advice and service to our clients while maintaining a strong work-life balance for our attorneys and staff. SMT prides itself in focusing on practical and technical training and hands-on mentoring. Deeply involved in the North Bay community, SMT encourages its employees to actively contribute to our community by volunteering for and serving on the boards of local organizations. SMT has been voted by its employees as one of the North Bay Business Journal's Best Places to Work for seven years.

About the Opportunity:
We are seeking an attorney with 5-10 years of estate planning experience in California to join our estate planning department in our Santa Rosa office. We offer a competitive starting salary commensurate with experience, a bonus program, and a comprehensive benefits package. SMT provides continued professional development in a firm with a well-earned reputation for providing high-quality, effective, and efficient legal services. SMT values client service, collegiality, kindness, and quality of life.

About the Candidate:

· Active member in good standing with the State Bar of California
· 5-10 years of in-depth estate planning experience
· Skillful analysis and synthesis of diverse subject matter
· Superior drafting, writing, research, verbal and written communication, and interpersonal skills
· Strong work ethic that thrives in both independent and highly collaborative, fast-paced environments
· Experience with Federal income, estate and gift tax laws and California state income and property tax laws, as well as experience with property tax, gift, and estate tax planning
· Recent experience working with clients: designing and drafting irrevocable trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, and charitable trusts
· Recent experience in complex trust administration and probate matters
Ability to work efficiently and cost effectively for clients
· Knowledge of and experience with fiduciary income tax issues
· Demonstrated success in helping to build and manage client relationships and deliverables

Job Type: Full-time
Salary: $125,000.00 - $165,000.00 per year

Benefits:
• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance

Schedule:
• Monday to Friday

Supplemental pay types:
• Structured bonus pay based on achievable benchmarks
License/Certification:
• California Bar License (Required)
Work Location: Hybrid remote in Santa Rosa, CA 95404
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