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Trust and Estate Planning Specialist
2 months ago
About the Role:
The ideal candidate will have 2+ years of experience in trust and estate planning, and administration. They should have a deep understanding of estate planning strategies and tax laws and excellent communication and interpersonal skills to work with clients and colleagues.
Key Responsibilities:
- Handles all aspects of trust and estate planning, and administration, including drafting and reviewing legal documents, advising clients, and representing clients in court.
- Provides superior legal advice and guidance to clients on estate planning strategies, tax implications, and other related matters.
Requirements:
- JD from an accredited law school and licensed to practice law in California.
- 2+ years of experience in trust and estate planning, administration, and litigation.
- Extensive knowledge of estate planning strategies and tax laws.
