Trust Administration Attorney (Estate Planning)

Company: Jobot
Location: Irvine
Posted on: September 17, 2023

Job Description:

Firm providing legal services in the areas on charitable planning, tax, estate, etcThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $175,000 - $230,000 per yearA bit about us:Firm providing legal services in the areas on charitable planning, tax, estate, etcWhy join us?Medical Benefits401kPTOCompetitive payQuarterly bonusesJob DetailsResponsibilities 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, andclients? Oversee court matters from the filing of a petition to receiving filed order from the courtRequirements:? 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 analysesinto 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 teamInterested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Irvine , Trust Administration Attorney (Estate Planning), Legal , Irvine, California