Trust & Estate Administration Attorney

Firm providing legal services in the areas on charitable planning, tax, estate, etc This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $275,000 per year A bit about us: Firm providing legal services in the areas on charitable planning, tax, estate, etc Why join us? Medical Benefits 401k PTO Competitive pay Job Details Responsibilities and Duties Include: Counsel trustees through all phases of the trust administration process Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts 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, 850 petitions, and 17200 petitions) Oversee court matters from the filing of a petition through receipt of signed court orders Conduct legal research and analysis as necessary to support trust and estate matters Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management Communicate directly with clients and advisors Requirements: J.D. from an accredited law school; a member in good standing of the California Bar Minimum 3 years of experience working as an attorney in trust and estate administration Completed LLM in Taxation is strongly preferred 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 Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy