Job Description

Mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions is seeking a highly capable, motivated attorney with experience in trust and estate administration.

Salary: $150,000 - $225,000 (Hybrid)

Responsibilities and Duties Include:

• Administer trusts; prepare estate administration documents
• Gather, inventory, identify, and value assets
• Distribution, allocation, and funding of sub-trusts
• Drafting court documents (such as 850 petitions & 17200 petitions)
• Preparation and review of accounts, estate tax returns, and gift tax returns
• Conduct legal research as necessary
• Working with paralegals, legal assistants, and other attorneys
• Engage in direct communications via telephone and e-mail with attorneys, staff, and clients
• Oversee court matters from the filing of a petition to receiving filed order from the court

Requirements:

• 3+ years of trust and estate administration law experience
• Completed LLM in Taxation preferred
• Completed JD/ Juris Doctorate
• California Bar Admission/ Member in good standing
• Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
• Excellent organization, computer skills, and math skills
• Ability to analyze facts and discovery to apply to statutes and case law on point
• Ability to verbally present case facts, legal analyses, and recommendations
• Ability to work independently or with a team