Experienced Trust Administration Attorney
Job Location:
Job Location:
Irvine, CA - USA
Monthly Salary:
Not Disclosed
Monthly Salary:
Posted on:
11 hours ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
We are a mid-sized law firm in Orange County that focuses on Business Planning
Estate Planning Complex Income Tax Planning Charitable Sector and Mergers & Acquisitions.
At our firm we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our teams addition to health and wellness benefits our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.
Trust Administration Attorney Position:
We are seeking a highly capable motivated attorney with experience in trust and estate administration.
Salary: $150000 - $225000 (Hybrid)
Responsibilities and Duties Include:
Requirements:
Benefits:
Applicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
Estate Planning Complex Income Tax Planning Charitable Sector and Mergers & Acquisitions.
At our firm we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our teams addition to health and wellness benefits our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.
Trust Administration Attorney Position:
We are seeking a highly capable motivated attorney with experience in trust and estate administration.
Salary: $150000 - $225000 (Hybrid)
Responsibilities and Duties Include:
- Administer trusts; prepare estate administration documents
- Gather inventory identify and value assets
- Distribution allocation and funding of sub-trusts
- Drafting court documents (such as 850 petitions & 17200 petitions)
- Preparation and review of accounts estate tax returns and gift tax returns
- Conduct legal research as necessary
- Working with paralegals legal assistants and other attorneys
- Engage in direct communications via telephone and e-mail with attorneys staff and
- clients
- Oversee court matters from the filing of a petition to receiving filed order from the court
Requirements:
- 3 years of trust and estate administration law experience
- Completed LLM in Taxation preferred
- Completed JD/ Juris Doctorate
- California Bar Admission/ Member in good standing
- 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:
- Quarterly bonuses
- PPO medical plan with employer-funded HSA
- 401(k) plan with significant employer matching
- Great working environment
- Orange County Register 2020 and 2021 Top Workplace
Applicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
Required Experience:
Senior IC
About Company
Die Justizbetreuungsagentur (JBA) ist der Personaldienstleister der österreichischen Justiz und überlässt Arbeitnehmer:innen an diese. Wir bieten langfristige Arbeitsverhältnisse bei Gericht, Staatsanwaltschaft sowie in den Justizanstalten und forensisch-therapeutischen Zentren.
