Estate Planning Attorney

16 hours ago

Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full time
About the Role

Ferruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney to join our team. 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.
Total Rewards
  • Competitive base salary $150-225k, dependent on experience and client portfolio.
  • Quarterly bonus opportunities.
  • Comprehensive medical, vision, and dental insurance plans with firm contributions.
  • 401k plan with potential for annual profit sharing.
  • Paid time off including vacation, sick leave, jury duty, and bereavement leave.
  • Additional benefits to support work-life balance and professional growth.
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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