Senior Trust Administration Attorney

Senior Trust Administration Attorney

Career Consulting Partners has partnered with one of the largest General Practice & Private Wealth law firms in Los Angeles CA. With over 100 years of history they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices including Trust Administration Estate Planning Corporate Law Tax Strategy and many others. They are seeking a seniorlevel attorney with a background in trust and estate planning and administration to join the team.

DEPARTMENT INSIGHT:

The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning probate will and trust preparation power of attorney insurance retirement benefits and much more. While leading individuals and families to build and secure the state they also help create financial security.

ABOUT THE ROLE:

As a seniorlevel Associate in the Estate Planning group you will be representing businesses public entities families individuals and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.

DUTIES:

• Manage the administration of revocable and irrevocable trusts including communication with fiduciaries beneficiaries and financial institutions
• Coordinate and oversee trust funding asset transfers valuations and related followthrough tasks
• Prepare or coordinate the preparation of estate and gift tax returns with support from tax professionals when needed
• Draft correspondence trust summaries allocation memoranda and other trustrelated documents
• Manage client relationships and collaborate with external counsel delivering practical businessdriven legal solutions

REQUIREMENTS:

• 46 years of experience in estate planning and trust administration
• Ability to meet a billable requirement of 1800 hours annually
• Confidently receive assignments from Partners and manage a substantial caseload with efficiency and precision
• Demonstrated communication skills both written and verbal with an ability to effectively interact with clients and counsel
• Active California Bar admission
• Detailoriented and demonstrated ability to think critically and strategically
• Ability to work effectively in a teamoriented fastpaced environment

COMPENSATION & BENEFITS:

• Compensation: $160000 $180000
• Plus discretionary bonuses and additional compensation for exceeding billable hours.
• Comprehensive medical dental and vision insurance mental health support (EAP therapy mindfulness apps) Peloton membership and a WellBeing Program focused on mental health awareness.
• Unlimited PTO paid holidays bereavement jury duty and leave of absence options.
• Adoption assistance backup care fertility coverage elder care services life and disability insurance and pet insurance.
• 401(k) plan financial consultations firm HSA contributions FSAs for healthcare and childcare and student loan refinancing programs.

LOCATION:

• Pasadena CA 91101
• Near Urth Caffe Pasadena

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward.