Trust & Estates Attorney

LaBine and Associates

Trust & Estates Attorney

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view.

    Why employees love working here: 

    • Excellent small firm culture
    • Performance-driven salary increases and bonuses, accompanied by a well-defined career advancement trajectory.
    • Exciting new office with excellent view
    • Competitive benefits and compensation

    Responsibilities:

    • Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives.
    • Asset Protection: Advise clients on preserving and safeguarding assets while minimizing tax implications.
    • Trust Administration: Manage trust assets and ensure compliance with legal requirements.
    • Probate Assistance: Guide clients through the probate process. Special needs probate experience is a plus
    • Tax Planning: Develop strategies to reduce estate and inheritance tax liabilities.
    • Legal Research: Stay current on California trust and estate laws.

    Qualifications:

    • JD degree and California State Bar membership.
    • 4 years of trust and estate planning experience. (Wills, trusts, & estate law)
    • Strong knowledge of California trust and estate laws.
    • Excellent communication and organizational skills.
    • Client-focused and detail-oriented.

    In this role, you'll help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes. No litigation is involved.

    Benefits:  401(k), 401(k) matching, Dental insurance, Health insurance, Life insurance, Paid time off, Vision insurance