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Trust and Estates Attorney
1 month ago
Career Consulting Partners is seeking an experienced Trust and Estates Attorney to join our team in El Segundo, California. As a key member of our team, you will be responsible for providing expert legal advice and representation in trust and estate administration, including probate matters, trust distribution, and asset management.
Key Responsibilities- Provide expert legal advice and representation in trust and estate administration, including probate matters, trust distribution, and asset management.
- Draft, review, and revise wills, trusts, and other estate planning documents to meet client needs and ensure compliance with California laws.
- Manage all aspects of estate administration, including court filings, preparing accountings, and handling beneficiary communications.
- Advise clients on tax implications related to estates and trusts, ensuring compliance with federal and state tax laws.
- Collaborate with financial planners, accountants, and other professionals to provide clients with a holistic approach to estate planning and administration.
- Represent clients in probate court, including contested matters, and handle any litigation related to trust and estate issues.
- Maintain up-to-date knowledge of changes in estate and trust law, particularly as it pertains to California.
- Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction.
- Juris Doctor (JD) degree from an accredited law school.
- Active membership and good standing with the California State Bar.
- 3-6 years of experience in trust and estate administration, with significant experience in California law.
- Proven ability to manage complex estate planning and administration cases.
- Strong understanding of California Probate Code and relevant tax laws.
- Excellent analytical, organizational, and communication skills.
- Ability to work independently as well as part of a collaborative team.
- High level of professionalism and ethical standards.
- Experience with high-net-worth clients and complex estate matters.
- LL.M. in Taxation or Estate Planning is a plus.
- 401k Matching
- Caregiver Support Program
- Commuter Benefits Program
- Adoption Assistance Program
- Educational Assistance Program
- FSA | HSA
- Disability | Life | Vision | Dental
- Medical (United Healthcare, Kaiser, Blue Shield)
- Base Salary Compensation: $150,000 - $215,000
- Quarterly Bonus: 10%, 15%, or 20% of annual salary dependent on combined billable and non-billable hourly performance.
- Collection & Introduction Commissions: 5% collections commissions as well as 15% introductions commissions
- Annual Year-End Discretionary Bonus
- El Segundo, California
- Monday - Friday (In Office)
Please note that we at Career Consulting Partners will ensure the confidentiality of your information. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before moving forward.
