Trust & Estate Administration Attorney
Job Details
- Responsibilities and Duties:
- Counsel trustees through all phases of the trust administration process
- Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts
- Gather, inventory, identify, and value trust and estate assets
- Prepare and/or review trust accountings, estate tax returns, and gift tax returns
- Draft and file court documents (such as probates, 850 petitions, and 17200 petitions)
- Oversee court matters from the filing of a petition through receipt of signed court orders
- Conduct legal research and analysis as necessary to support trust and estate matters
- Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management
- Communicate directly with clients and advisors
- Requirements:
- J.D. from an accredited law school; a member in good standing of the California Bar
- Minimum 3 years of experience working as an attorney in trust and estate administration
- Completed LLM in Taxation is strongly preferred
- Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
- Excellent organization, computer skills, and math skills
- Ability to analyze facts and discovery to apply to statutes and case law on point
- Ability to verbally present case facts, legal analyses, and recommendations
- Ability to work independently or with a team
A bit about us: Firm providing legal services in the areas on charitable planning, tax, estate, etc
Why join us?
- Medical Benefits
- 401k
- PTO
- Competitive pay
Job Details
Salary: $150,000 - $275,000 per year
Job Details
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