Estate Planning Attorney

1 month ago

Newport Beach, California, United States FERRUZZO & FERRUZZO, LLP Full time
Ferruzzo & Ferruzzo, LLP - Estate Planning Attorney

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 be responsible for providing exceptional client service, managing multiple legal matters, and developing strong relationships with clients.

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.
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.

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