TRUST & ESTATE ATTORNEY for Newport Beach office is looking for an Attorney who has experience and a track record of success in the area of Trust & Estates. Any interviews will be in strict confidence.
Functions and Responsibilities :
- Handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions.
- Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney and other documents for estates with wide-ranging values.
- Responsible for post-mortem administration of estates.
- attorneys will be Involved with handling wealth transfer planning, trusts and estates, probate and closely held business matters and related transactions.
- Communicates with clients and other parties involved in transactions and other legal representations.
Knowledge:
- 7+ years law firm experience in Estates, Trust, Tax and Wealth Planning, and strong experience in drafting complex estate planning documents.
- LL.M. in Tax or Certified Specialist designation a plus.
- Experience in estate and tax planning for high net worth individuals and families, as well as experience with estate administration, business succession, charitable planning, and taxation issues.
Skills:
- Must be able to interact effectively with clients, have polished communication skills (both oral and written).
- Possess a strong work ethic, excellent academic credentials, strong legal research and writing skills.
- Ability to work as a team player, and show a commitment to detail and exceptional work product as well as client service.
- Possess strong decision-making, critical thinking and active listening skills.
- Strong computer skills required, specifically Lexis or Westlaw, Excel and MS Word for Windows.
Please email resume and salary history:
Job Type: Full-time
Pay: $175,000.00 - $240,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Retirement plan
Schedule:
Experience:
- Wills, trusts, & estate law: 7 years (Preferred)
License/Certification:
- California State Bar License (Preferred)
Ability to Relocate:
- Newport Beach, CA 92660: Relocate before starting work (Required)
Work Location: In person