Trust & Estate Administration Attorney

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Job details:

Firm providing legal services in the areas on charitable planning, tax, estate, etc This Jobot Job is hosted by: Mallory Schreiner

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Salary: $150,000 - $275,000 per year

A bit about us: Firm providing legal services in the areas on charitable planning, tax, estate, etc

Why join us? Medical Benefits

401k

PTO

Competitive pay

Job Details Responsibilities and Duties Include:

Counsel trustees through all phases of the trust administration process

Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts

Gather, inventory, identify, and value trust and estate assets

Prepare and/or review trust accountings, estate tax returns, and gift tax returns

Draft and file court documents (such as probates, 850 petitions, and 17200 petitions)

Oversee court matters from the filing of a petition through receipt of signed court orders

Conduct legal research and analysis as necessary to support trust and estate matters

Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management

Communicate directly with clients and advisors

Requirements:

J.D. from an accredited law school; a member in good standing of the California Bar

Minimum 3 years of experience working as an attorney in trust and estate administration

Completed LLM in Taxation is strongly preferred

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

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