Trusts and Estates Planning Specialist

4 days ago


Newport Beach, United States Falcon Rappaport and Berkman LLP Full time
Falcon Rappaport & Berkman LLP: A Leader in Estate Planning and Administration

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
Requirements:
  • 3 years' experience minimum
  • Proficiency in Microsoft Office required
  • Foreign language skills a plus
What We Offer:
  • Robust benefits package
  • Flexible work hours
  • Collegial and communicative atmosphere
  • Salary Range - $140,000-$200,000


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