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Estate Planning and Trust Attorney
2 months ago
About the Firm:
With over 60 years of experience, we prioritize a healthy work/life balance and foster a culture of continuous learning and open communication for all our employees.
Why Consider This Role?
Hybrid work model available after an initial period.
Billable hours set at 1800; for every additional 50 hours worked, a bonus of $5,000 is awarded.
Enjoy 12 holidays per year.
401(k) matching based on a percentage of your compensation, with potential profit sharing after one year.
Comprehensive employee benefits fully covered.
Maternity leave of 12 weeks and paternity leave of 2 weeks, both paid.
Receive $50 monthly for internet expenses when working in a hybrid capacity.
Key Responsibilities:
- Effectively manage complex legal matters with minimal oversight.
- Draft high-quality legal documents, including correspondence and trust administration paperwork, in a timely manner.
- Collaborate with clients, senior attorneys, and team members to facilitate efficient resolutions.
- Analyze client legal issues, explore options, and determine the most effective course of action.
- Represent clients confidently in hearings and other legal proceedings.
- Stay updated on relevant estate, trust, and tax legislation.
- Delegate tasks to paralegals and legal assistants, overseeing their work.
- Perform additional duties as assigned.
Qualifications:
- Juris Doctor (JD) degree from a top-tier institution; LLM in Tax or Estates & Trusts is preferred.
- Active and good standing license with the California State Bar.
- A minimum of 5 years of demonstrable experience in trust and probate administration with a reputable firm.
- Extensive experience in estate and gift tax planning.
- Specialized knowledge in dealing with high net worth and ultra-high net worth clients.
- Excellent verbal and written communication skills, with a knack for engaging clients.
- Strong research and drafting abilities; detail-oriented and precise.
- Self-sufficient, dependable, and skilled in organization and follow-up.
- A reliable team player committed to professional growth and development.
- Familiarity with local court rules and procedures.
- Proficient in Microsoft Office Suite and comfortable with technology, including document management and timekeeping software.
Interested candidates are encouraged to apply.