Trust & Estate Administration Attorney

About the role

Firm providing legal services in the areas on charitable planning, tax, estate, etc.

Responsibilities

• 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

Benefits

• Medical Benefits
• 401k
• PTO
• Competitive pay

Pay

$150,000 - $275,000 per year