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Trust & Estates Attorney

Company: Brown & Streza Llp
Location: Irvine
Posted on: May 11, 2024

Job Description:

At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our teams experience. We offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, and several larger events throughout the year including an Admin Day celebration, summer party, Harvest Luncheon and Christmas Luncheon. In addition to health and wellness benefits, our attorneys have the opportunity to receive bonuses and support from our marketing team.Trust & Estates AttorneyWe are seeking a highly capable, motivated attorney to join our team to work on foundational estate planning documents.Responsibilities and duties include:Highly customized drafting of foundational estate planning documentsMeet with and advise clients on the proper design and structure of revocable living trustsResearch estate planning and other tax issuesEvaluate and coordinate/update template documents, letters, proceduresRequirements:5 or more years of estate planning experience3 or more years of experience working with trusts and estates in a mid- to large-sized law firm setting is preferredAn LLM or strong background in tax law is preferredJ.D. from an accredited law school; a member in good standing of the California BarStrong drafting skills and attention to detailStrong knowledge of estate and gift taxBroad knowledge of corporate matters affecting closely held companies is helpfulAbility to interact comfortably with clients and management; interpersonal skillsAbility and flexibility to adapt and multi-task in a fast-paced environment; respond to client demandsAbility to work both independently and as part of a teamCommitment to professionalism; flexibility as to the types of projects assignedCompensation:Salary is dependent on experience and billing ratesThis role is bonus eligibleBenefits:8 medical plan options with employer funded HSADental and vision plans401(k) plan with significant employer matchingGreat working environmentOrange County Register 2023 Top WorkplaceSchedule:Hybrid work schedule is available for local candidates (2 days on-site)Remote work schedule may be considered for candidates residing outside of the Southern California areaPhysical Requirements:Ability to lift and carry 30 poundsFrequent standing and walkingSitting for up to four hours at a timeBending and stooping as neededby Jobble

Keywords: Brown & Streza Llp, Irvine , Trust & Estates Attorney, Legal , Irvine, California

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