Estate Planning Attorney
3 days ago
We are seeking an experienced Estate Planning / Trust Administration Attorney to join our team at Ferruzzo & Ferruzzo, LLP. As a key member of our firm, you will have the opportunity to work with a dynamic and entrepreneurial team, providing exceptional client service and contributing to the growth and success of our practice.
Key Responsibilities- Represent clients in meetings and provide legal advice to 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.
- 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.
- 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.
- 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.
Ferruzzo & Ferruzzo, LLP is a lifestyle firm that 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.
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Estate Planning Attorney
1 week ago
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2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
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Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning and Trust Administration Attorney to join our growing team at Jobot. As a key member of our team, you will be responsible for handling estate planning, trust administration, and related legal matters.Key ResponsibilitiesProvide expert legal advice and draft comprehensive estate plans to ensure...
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