Estate Planning Counsel
1 month ago
We are seeking a dedicated legal professional to join our esteemed firm, specializing in trust and estate law. Our environment fosters growth and innovation, providing a platform for your expertise to shine.
- Supportive small firm culture
- Structured salary growth and performance-based bonuses
- Opportunities for career advancement
- Modern office space with exceptional views
- Attractive compensation and benefits package
Estate Planning:
Develop customized estate strategies, including wills and trusts, to meet client objectives.
Asset Protection:
Provide counsel on safeguarding assets and minimizing risks with an emphasis on tax efficiency.
Trust Management:
Administer trust assets while ensuring compliance with relevant regulations.
Probate Support:
Guide clients through the probate process, with knowledge of special needs probate being a plus.
Tax Strategy:
Design plans to reduce estate and inheritance tax liabilities.
Legal Research:
Stay updated on trust and estate laws in California.
In this position, you will be instrumental in assisting clients to secure their financial legacies, ensuring their estate plans align with their personal goals and desires. Please note, this role does not involve litigation.
Work Schedule:8-hour shifts, Monday through Friday
Qualifications:
JD degree and valid membership with the California State Bar.
Minimum of 4 years' experience in trust and estate law.
Thorough understanding of California trust and estate regulations.
Compensation:
Annual Salary:
$130,000 - $190,000.00
Benefits Package:
- 401(k) plan
- 401(k) matching
- Dental coverage
- Health insurance
- Life insurance
- Paid time off
- Vision coverage
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