Trusts and Estates Planning Specialist
4 days ago
We are seeking a highly skilled Trust and Estates Planning Associate to join our team. As a rapidly growing law firm, we focus on Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.
Key Responsibilities:- Handling all stages of estate planning and trust administration
- Client intake and management
- Drafting, reviewing, and modifying estate planning documents, including trusts, wills, powers of attorney, advanced directives, and funding documents
- Advising on various wealth transfer and asset protection strategies for high-net-worth clients
- Implementing strategies for reducing estate, income, and property taxes
- Preparing and reviewing technical memoranda for clients involving estate tax issues
- Competently handling complex estate planning matters with minimal supervision
- Researching various client issues, analyzing options, and proposing the best course of action
- Reviewing and monitoring the work of paralegals and legal assistants
- 3 years' experience minimum
- Proficiency in Microsoft Office required
- Foreign language skills a plus
- Robust benefits package
- Flexible work hours
- Collegial and communicative atmosphere
- Salary Range - $140,000-$200,000
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Trusts and Estates Planning Specialist
4 days ago
Newport Beach, California, United States Falcon Rappaport and Berkman LLP Full timeFalcon Rappaport & Berkman LLP: A Leading Law Firm in Estate Planning and AdministrationWe 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...
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Trust and Estate Planning Attorney
2 months ago
Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full timeJob OverviewFerruzzo & Ferruzzo, LLP is in search of a skilled Estate Planning / Trust Administration Attorney who possesses a robust background in crafting estate planning documents and managing trusts and estates. This position is ideal for a professional with six (6) to twelve (12) years of relevant experience, particularly in drafting diverse types of...
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Trusts and Estates Planning Specialist
4 weeks ago
Newport Beach, California, United States Falcon Rappaport & Berkman Full timeJob OpportunityFalcon Rappaport & Berkman is a rapidly growing law firm seeking a skilled Trusts and Estates Planning Associate to join our team.Key ResponsibilitiesManage all stages of estate planning and trust administration, ensuring seamless execution and compliance.Develop and maintain strong relationships with clients, providing exceptional service and...
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Trust and Estate Planning Attorney
3 days ago
Newport Beach, United States Royalty Hospitality Staffing Full timeUnlock Your Potential as a Trust and Estate Planning AttorneyAre you a skilled attorney looking to make a meaningful impact in the lives of individuals and families? Do you have a passion for estate planning and trust administration? We're seeking a talented Trust and Estate Planning Attorney to join our team at Royalty Hospitality Staffing.About the RoleAs...
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Trust and Estate Planning Attorney
4 weeks ago
Newport Beach, United States Royalty Hospitality Staffing Full timeTrust and Estates AttorneyAt Royalty Hospitality Staffing, we're seeking a skilled Trust and Estates Attorney to join our team. As a key member of our team, you'll play a vital role in helping clients secure their financial legacies and ensure their estate plans align with their goals and wishes.Responsibilities:Create customized estate plans, including...
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Trust and Estate Planning Attorney
1 month ago
Newport Beach, United States Royalty Hospitality Staffing Full timeAbout the RoleWe are seeking a skilled Trust and Estate Attorney to join our team at Royalty Hospitality Staffing. As a key member of our team, you will be responsible for creating customized estate plans, advising clients on asset protection, and managing trust assets.ResponsibilitiesDevelop and implement estate plans, including wills and trusts, to meet...
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Newport Beach, California, United States Jobot Full timeAbout UsWe are a leading law firm based in Newport Beach, California, with a strong presence across several key locations. Our firm provides top-tier legal services in various practice areas, including corporate law, intellectual property, business litigation, labor and employment, tax, estate planning, and municipal finance.We are known for our exceptional...
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Newport Beach, California, United States Jobot Full timeAbout UsWe are a premier law firm based in Newport Beach, California, with a strong presence across several key locations. Our firm provides top-tier legal services in various practice areas, including corporate law, intellectual property, business litigation, labor and employment, tax, estate planning, and municipal finance.We are known for our exceptional...
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Estate Planning
1 day ago
newport beach, United States FERRUZZO & FERRUZZO, LLP Full timeAre you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from...
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Estate Planning
3 weeks ago
newport beach, United States FERRUZZO & FERRUZZO, LLP Full timeAre you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from...
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Estate Planning
3 weeks ago
Newport Beach, United States FERRUZZO & FERRUZZO, LLP Full timeAre you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from...
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Estate Planning
3 weeks ago
Newport Beach, United States FERRUZZO & FERRUZZO, LLP Full timeAre you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from...
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Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full timeJob OpportunityFerruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney to join our team. As a dynamic and entrepreneurial individual, you will have the opportunity to grow and potentially become a partner in our firm.We are looking for a candidate with six (6) to twelve (12) years of experience in estate planning...
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Trusts and Estates Attorney
4 days ago
Newport Beach, California, United States Jobot Full timeJob Title: Trusts and Estates AttorneyWe are seeking a dedicated and experienced Trusts and Estates Attorney to join our team at Jobot. As a key member of our team, you will work closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations.Key...
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Trusts and Estates Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Trusts and Estates Attorney to join our team at Jobot. As a key member of our estate planning and probate law practice, you will work closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations.Key...
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Trust and Estates Paralegal Specialist
1 week ago
Newport Beach, United States Law Office of Susan A. Katzen Full timeJob OpportunityWe are seeking an experienced Trust and Estates Paralegal to join our team at the Law Office of Susan A. Katzen in Newport Beach, CA. As a key member of our team, you will be responsible for managing Trust Administration-Decedent's Estate cases independently from initiation to conclusion, handling Conservatorship cases or Probate cases from...
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Trust and Estates Paralegal Specialist
3 days ago
Newport Beach, United States Law Office of Susan A. Katzen Full timeJob OpportunityWe are seeking a skilled Trust and Estates Paralegal to join our team at the Law Office of Susan A. Katzen. As a key member of our team, you will be responsible for managing Trust Administration-Decedent's Estate cases, handling Conservatorship cases, and engaging with clients through meetings and communications.Key Responsibilities:Manage...
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Trusts and Estates Attorney
2 months ago
Newport Beach, California, United States Jobot Full timeJoin a premier full-service law firm in Southern California dedicated to addressing both transactional and litigation requirements across various practice areas. ONSITESalary: $125,000 - $175,000 annuallyAbout Us:We are a leading law firm in Southern California, specializing in comprehensive legal services that cater to diverse client needs in estate...
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Estate Planning Paralegal Specialist
6 hours ago
Newport Beach, United States Jobot Full timeJob Details:To be considered for the Estate Planning Paralegal role, you must have:1. A minimum of 3 years of experience as a paralegal, preferably in the area of estate planning.2. A comprehensive understanding of estate planning, wills, trusts, ancillary documents, probates, trust administrations, and conservatorships.3. Exceptional attention to detail and...
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Estate Planning Attorney
8 hours ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled Estate Planning/Tax Attorney to join our team at Jobot. As an Estate Planning/Tax Attorney, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and drafting.Responsibilities:* Provide...