Trust Administration Attorney
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Compensation
$150,000-$225,000/year
Job Description
Mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions is seeking a highly capable, motivated attorney with experience in trust and estate administration. Salary: $150,000 - $225,000 (Hybrid) Responsibilities 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, and clients
- Oversee court matters from the filing of a petition to receiving filed order from the court
- 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 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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FAQs About Trust Administration Attorney Jobs at JBA International
What is the work location for this position at JBA International?
This job at JBA International is located in Irvine, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at JBA International?
Candidates can expect a pay range of $150,000 and $225,000 per year.
What employment applies to this position at JBA International?
JBA International lists this role as a Full-time position.
What experience level is required for this role at JBA International?
JBA International is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at JBA International?
You can apply for this role at JBA International either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.