Attorney | Estate Planning & Trust Administration | Hybrid | 147503
Attorney | Estate Planning & Trust Administration | Hybrid | 147503
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$ 165000 - 190000
1 Vacancy
Job Description
My client is a distinguished AV-rated law firm based in Newport Beach CA that represents international and closely held businesses across a variety of industries. Their practice areas include real estate corporate transactions labor & employment trusts and estates and comprehensive litigation services. My client has an excellent culture paid professional development opportunities and a robust bonus structure.
They are seeking an experienced Estate Planning & Trust Administration Attorney to join their San Diego office. If you are seeking an excellent firm to call home please apply!
Highlights:
- Hybrid flexibility and a low billable requirement
- Robust quarterly bonuses
- Excellent firm culture
- Professional development including a partnership track
- Collaborative collegial environment
Key Responsibilities:
- Meet with clients to understand their personal financial and family circumstances goals and concerns.
- Prepare wills trusts (revocable and irrevocable) powers of attorney advance healthcare directives and related documents.
- Advise on strategies to minimize estate gift generation-skipping transfer (GST) and income taxes.
- Assist with the orderly transition of family-owned or closely held businesses.
- Establish charitable trusts foundations or donor-advised funds for philanthropic goals.
- Represent executors in court proceedings to validate wills inventory assets notify creditors and distribute assets.
- Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets.
- Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries.
Benefits:
- Medical dental & vision
- PTO sick time & paid holidays
- 401 (k) with matching
- Partnership Track
- Travel Reimbursement
- Paid CLEs and Bar Dues
- Professional Development
Salary Range: $165000 - $190000
Reference: 147503
Employment Type
Full Time
