Attorney | Estate Planning & Trust Administration | Hybrid | 147442
- Newport Beach, CA
- $150,000-190,000 per year
- Permanent
- Full-time
- Hybrid flexibility and a low billable requirement
- Robust quarterly bonuses
- Excellent firm culture
- Professional development, including a partnership track
- Collaborative, collegial environment
- Meet with clients to understand their personal, financial, and family circumstances, goals, and concerns.
- Prepare wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents.
- Advise on strategies to minimize estate, gift, generation-skipping transfer (GST), and income taxes.
- Assist with the orderly transition of family-owned or closely held businesses.
- Establish charitable trusts, foundations, or donor-advised funds for philanthropic goals.
- Represent executors in court proceedings to validate wills, inventory assets, notify creditors, and distribute assets.
- Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets.
- Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries.
- Medical, dental, & vision
- PTO, sick time, & paid holidays
- 401 (k) with matching
- Partnership Track
- Travel Reimbursement
- Paid CLEs and Bar Dues
- Professional Development