Attorney | Estate Planning & Trust Administration | Hybrid | 147442
Mission RecruitingNewport Beach, CA, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionMeet 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
Job Description
Job Description
My client is a distinguished AV-rated law firm based in Newport Beach, CA , that represents international and closely held businesses across a variety of industries. Their practice areas include real estate, corporate transactions, labor & employment, trusts and estates, and comprehensive litigation services . My client has an excellent culture, paid professional development opportunities, and a robust bonus structure.
They are seeking an experienced Estate Planning & Trust Administration Attorney to join their Newport Beach office. If you are seeking an excellent firm to call home, please apply!
Highlights :
- Hybrid flexibility and a low billable requirement
- Robust quarterly bonuses
- Excellent firm culture
- Professional development, including a partnership track
- Collaborative, collegial environment
Key Responsibilities :
Benefits :
Salary Range : $165,000 - $190,000
Reference : 147442
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Estate Planning Attorney • Newport Beach, CA, US
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