Estate Planning

3 months ago

Newport Beach, United States FERRUZZO & FERRUZZO, LLP Full time

Are you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from you

Ferruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney with a strong background in preparing estate planning documents and administering trusts and estates. The ideal candidate will have six (6) to twelve (12) years of relevant experience, with expertise in drafting various types of trusts and working with both taxable and nontaxable estates. This role requires exceptional client service skills, a commitment to excellence, and the ability to work independently as well as part of a team.

Key Responsibilities

General Work:

  • Independently represent and provide legal advice to clients in meetings and support their ultimate planning goals.
  • Manage multiple legal matters simultaneously, handling them independently or in collaboration with other attorneys.
  • Assign tasks to associates and support staff, ensuring efficient workflow.
  • Prepare case theories, memorandums, and reports to Senior Management.
  • Conduct due diligence in legal matters related to contracts and agreements.

Client Management:

  • Consult with Managing Partner and Practice Group Leaders on client matters.
  • Develop and maintain strong relationships with clients through effective communication and explanation of legal proceedings.
  • Gain in-depth knowledge of clients' businesses, economic drivers, and sector requirements to provide relevant and current advice.

Business Development:

  • Participate in business development and marketing initiatives to expand the practice.
  • Prospect for new clients through networking, marketing efforts, writing articles, and speaking engagements.
  • Contribute to the firm's values and culture through involvement in Corporate Social Responsibility, pro-bono work, and social activities.
  • Coach associate attorneys and legal assistants to build their capacity and skills.


Qualifications

  • Six (6) to twelve (12) years of experience in estate planning and trust administration.
  • Active member in good standing of the California State Bar
  • Strong academic credentials: LL.M. in Taxation preferred.
  • Excellent written and verbal communication skills.
  • Impeccable attention to detail and professionalism.



Essential HR is the exclusive search partner of Ferruzzo & Ferruzzo for this opportunity.

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