Attorney, Trust Administration

Job Overview

A law firm seeks a highly capable and motivated associate attorney with experience in trust and estate administration in Irvine, CA. The role offers a collaborative work environment with opportunities for career growth and a variety of perks and benefits to enhance the team's experience.

Duties

• Counsel trustees through all phases of the trust administration process.
• Prepare trust administration documents, including those related to asset distribution and sub-trust funding.
• 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 and petitions.
• Oversee court matters from petition filing to receipt of signed court orders.
• Conduct legal research and analysis to support trust and estate matters.
• Collaborate with paralegals, legal assistants, and other attorneys for efficient case management.
• Communicate directly with clients and advisors.

Requirements

• J.D. from an accredited law school; member in good standing of the California Bar.
• Minimum 3 years of experience as an attorney in trust and estate administration.
• Completed LLM in Taxation is strongly preferred.
• Ability to write clearly and logically, integrating legal analyses.
• Excellent organization, computer, and math skills.
• Ability to analyze facts and apply them to statutes and case law.
• Ability to verbally present case facts, legal analyses, and recommendations.
• Ability to work independently or with a team.

Education

• J.D. from an accredited law school.

Certifications

• Member in good standing of the California Bar.

Skills

• Clear and logical writing skills.
• Strong organizational and computer skills.
• Proficient in math and legal analysis.
• Effective verbal communication.
• Ability to work independently and collaboratively.

Benefits

• 5 medical plans with 3 options offering an employer-funded HSA.
• Dental and vision plans.
• 401(k) plan with significant employer matching.
• Great working environment.

This Orange County, California firm prides itself in its integrity and peer rated ethical operation. This firm practices in business planning, mergers, acquisitions, income tax planning, estate planning, and in charitable organization law.