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Trusts and Estates Planning Specialist

4 weeks ago

Newport Beach, California, United States Falcon Rappaport and Berkman LLP Full time
Falcon Rappaport & Berkman LLP: A Leading Law Firm in Estate Planning and Administration

We are seeking a highly skilled Trust and Estates Planning Associate to join our team. As a rapidly growing law firm, we specialize in Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.

Key Responsibilities:
  • Manage all stages of estate planning and trust administration, ensuring seamless execution and compliance.
  • Develop and maintain strong relationships with clients, providing exceptional service and support.
  • Prepare and review estate planning documents, including trusts, wills, powers of attorney, and advanced directives.
  • Advise high-net-worth clients on wealth transfer and asset protection strategies, minimizing tax liabilities and maximizing estate value.
  • Implement tax-efficient strategies for reducing estate, income, and property taxes.
  • Conduct thorough research and analysis to propose optimal solutions for complex estate planning matters.
  • Supervise and review the work of paralegals and legal assistants, ensuring high-quality output.
  • Develop expertise in corporate law and taxation, with opportunities for court appearances and business development.
Requirements:
  • Minimum 3 years of experience in estate planning and administration.
  • Proficiency in Microsoft Office and ability to learn new software quickly.
  • Foreign language skills a plus, but not required.
What We Offer:
  • Competitive salary range: $140,000-$200,000.
  • Robust benefits package, including health insurance, retirement plan, and paid time off.
  • Flexible work hours and a dynamic, communicative work environment.