Trust & Estate Administration Attorney

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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