Innovative
Passionate
Committed
Barulich Dugoni Law Group, Inc.
400 South El Camino Real
Suite 1000
San Mateo, CA 94402

Phone: (650) 292-2900
Fax: (650) 292-2901
Legal Expertise With You in Mind - BD Law

Trust & Business Counselors

Legal Expertise with You in Mind - Barulich Dugoni Law Group is different from other law firms. We believe that our clients are best served by avoiding rather than winning issues.
Trust & Business Counselors - BD Law

Trust & Business Counselors

Legal Expertise with You in Mind - Barulich Dugoni Law Group is different from other law firms. We believe that our clients are best served by avoiding rather than winning issues.
Barulich Dugoni Law Group Office
Barulich Dugoni Law Group Office

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Careers



Trust and Estates Litigation Attorney

Barulich Dugoni Law Group, Inc., a San Mateo, CA based mid-sized law firm that specializes in sophisticated estate and tax planning, estate administration, and trust and estates litigation, seeks an experienced attorney to support its active and growing trust and estates litigation practice.

The successful candidate will have California Bar Admission, 2-5 years litigation experience and an interest in trust and estates litigation. Must be self-motivated, inspire client confidence and have excellent academic credentials as the firm prides itself on performing high quality and complex legal work in a cost efficient manner.

The firm's litigation practice includes trust and estates, general civil matters, tax, real estate, and other areas. Candidates must be organized, efficient, and detail oriented, with the ability to prioritize and follow through to completion. Candidates are expected to have the ability, with assistance from the firm, to develop new business and build a practice. The firm offers a very competitive salary and benefit package. We are an Equal Opportunity Employer



Associate Attorney - Estate Planning

BD Law is looking for an Associate Attorney with a focus on estate administration, estate planning, and business succession planning.

The primary areas of practice include complex estate administration, including drafting pleadings for collection of assets and modification of irrevocable trusts, compiling estate tax returns, and working closely with clients on collecting and valuing assets; basic and sophisticated estate planning, including family succession planning, irrevocable trusts, and compiling gift tax returns; and business planning, including formation and operation. Experience and knowledge with generation-skipping transfer tax planning, irrevocable gift trusts, family limited partnerships is a plus. Estate, gift, and income tax background preferred. LLM in tax a plus, but not required.

Candidates must be organized, efficient, and detail oriented, with the ability to prioritize and follow through to completion. Candidates are expected to have the ability, with assistance from the firm, to develop new business and build a practice. Admitted to practice in CA is required.


Estate Administration Paralegal

This position supports the attorneys in the estate administration practice area. This includes assisting the practice area with trust and estate administrations, client support and coordination, file management, preparation and processing of legal compliance, documents, general document production, and file management activities.

Bachelor degree and Paralegal certificate or equivalent. Paralegal support experience required. Existing Notary Public commission helpful.

In addition to the above, the paralegal in this position will support the Estate Administration practice attorneys and shall possess the following skills and/or abilities:

Proficiency in the Microsoft Office Suite of Word, Excel, PowerPoint, Outlook; knowledge of Lexis Time Matters is helpful, as well as a working knowledge of the Internet. Superior organization skills are a must, as well as excellent attention to detail. The desired candidate must possess the ability to work simultaneously on a variety of projects, effectively prioritize work effectively under pressure and complete assigned projects in a timely manner. Strong interpersonal skills including the ability to develop positive working relationships through effective listening and communication are required as well as a professional presence. A minimum of mid-level experience in the legal field is mandatory. A proactive mind set is desired, initiative and a self-motivating mind set.

Initial Duties Anticipated:

    1. Attend initial client meetings, summarize background facts and information, assist attorneys with obtaining relevant client information and/or documents, organizing client information and documentation, and document intake.
    2. Preparation of legal compliance documents, including but not limited to service of legal notices and submission of legal compliance documents to appropriate agencies.
    3. Scan/copy and transmit documents to clients and file maintenance.
    4. Collection and inventory of estate asset information, valuation of estate assets utilizing firm's existing EstateVal valuation software, and other accepted firm protocols.
    5.  Support attorneys in handling all aspects of an estate administration client matter, including but not limited to: communicating with client, professional colleagues, financial institutions and/or others relevant to case matter.
    6. Assist attorneys with preparation of required Court pleadings, manage traditional and electronic Court filings, attend to communications with Court as required and provide support to attorneys for Court hearings.
    7.  Draft correspondence and client documents as needed.
    8. Preparation of federal estate tax returns, Form 706 and/or federal gift tax returns. Form 709 as required.
    9. Maintain and facilitate ongoing coordination and communication with supervising attorney to facilitate high level of support to attorneys and clients.
    10. Prepare and/or file all documents necessary to affect distribution of estate assets to beneficiaries and close out the estate.
    11. Various other projects as assigned by Attorneys.

Barulich Dugoni Law Group, Inc., will offer the successful candidate a competitive salary, comprehensive benefits package and a very collegial work environment.

Interested candidates should submit a cover letter and resume to the Director of Human Resources, Roberta Chopra, at