My client is a distinguished AV-rated law firm based in Newport Beach, CA, that represents international and closely held businesses across a variety of industries. Their practice areas include real estate, corporate transactions, labor & employment, trusts and estates, and comprehensive litigation services. My client has an excellent culture, paid professional development opportunities, and a robust bonus structure.
They are seeking an experiencedEstate Planning & Trust Administration Attorney to join their San Diego office. If you are seeking an excellent firm to call home, please apply!
Highlights:
- Hybrid flexibility and a low billable requirement
- Robust quarterly bonuses
- Excellent firm culture
- Professional development, including a partnership track
- Collaborative, collegial environment
Key Responsibilities:
- Meet with clients to understand their personal, financial, and family circumstances, goals, and concerns.
- Prepare wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents.
- Advise on strategies to minimize estate, gift, generation-skipping transfer (GST), and income taxes.
- Assist with the orderly transition of family-owned or closely held businesses.
- Establish charitable trusts, foundations, or donor-advised funds for philanthropic goals.
- Represent executors in court proceedings to validate wills, inventory assets, notify creditors, and distribute assets.
- Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets.
- Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries.
Benefits:
- Medical, dental, & vision
- PTO, sick time, & paid holidays
- 401 (k) with matching
- Partnership Track
- Travel Reimbursement
- Paid CLEs and Bar Dues
- Professional Development
Salary Range: $150,000 - $190,000
Reference: 147503