Estate Planning and Trust Administration Attorney

2 weeks ago


Newport Beach, California, United States Jobot Full time
About Us

We are a premier law firm based in Newport Beach, California, with a strong presence across several key locations. Our firm provides top-tier legal services in various practice areas, including corporate law, intellectual property, business litigation, labor and employment, tax, estate planning, and municipal finance.

We are known for our exceptional client service, innovative solutions, and a collaborative culture that fosters professional growth and excellence.

Job Details

We are seeking an experienced Estate Planning and Trust Administration Attorney to join our growing team.

The Ideal Candidate
  • Will handle estate planning, trust administration, and related legal matters.
  • Will provide expert legal advice and draft comprehensive estate plans to ensure compliance with state and federal tax laws.
  • Will prepare and review state and federal estate tax returns, gift tax returns, and fiduciary income tax returns.
  • Will demonstrate strong academic background, ambition, and attention to detail.
  • Will independently analyze and recommend practical, cost-efficient legal solutions.
Requirements
  • Juris Doctor (J.D.) degree from an accredited law school.
  • Admission to the California Bar.
  • 3-5 years of relevant experience in estate planning and trust administration.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills and the ability to work both independently and as part of a team.
Responsibilities
  • Will provide expert legal advice and draft comprehensive estate plans to ensure compliance with state and federal tax laws.
  • Will prepare and review state and federal estate tax returns, gift tax returns, and fiduciary income tax returns.
  • Will manage complex legal cases and client communications effectively.
  • Will collaborate with senior attorneys to develop innovative legal strategies.
  • Will stay current with industry trends, regulations, and legal developments.


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