Are you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm.
If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from you!
Submit your CV and any additional required information after you have read this description by clicking on the application button.
Ferruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney with a strong background in preparing estate planning documents and administering trusts and estates.
The ideal candidate will have six (6) to twelve (12) years of relevant experience, with expertise in drafting various types of trusts and working with both taxable and nontaxable estates.
This role requires exceptional client service skills, a commitment to excellence, and the ability to work independently as well as part of a team.
Key Responsibilities
General Work :
- Independently represent and provide legal advice to clients in meetings and support their ultimate planning goals.
- Manage multiple legal matters simultaneously, handling them independently or in collaboration with other attorneys.
- Assign tasks to associates and support staff, ensuring efficient workflow.
- Prepare case theories, memorandums, and reports to Senior Management.
- Conduct due diligence in legal matters related to contracts and agreements.
Client Management :
- Consult with Managing Partner and Practice Group Leaders on client matters.
- Develop and maintain strong relationships with clients through effective communication and explanation of legal proceedings.
- Gain in-depth knowledge of clients' businesses, economic drivers, and sector requirements to provide relevant and current advice.
Business Development :
- Participate in business development and marketing initiatives to expand the practice.
- Prospect for new clients through networking, marketing efforts, writing articles, and speaking engagements.
- Contribute to the firm's values and culture through involvement in Corporate Social Responsibility, pro-bono work, and social activities.
- Coach associate attorneys and legal assistants to build their capacity and skills.
Qualifications
- Six (6) to twelve (12) years of experience in estate planning and trust administration.
- Active member in good standing of the California State Bar
- Strong academic credentials : LL.M. in Taxation preferred.
- Excellent written and verbal communication skills.
- Impeccable attention to detail and professionalism.
Essential HR is the exclusive search partner of Ferruzzo & Ferruzzo for this opportunity.
J-18808-Ljbffr
Senior Trust and Estates Litigation Attorney
Antonyan Miranda, LLP is hiring a Senior Trust and Estates Litigation Attorney to join our growing team. Qualified candidates should have at least 5 years of experience in probate and trust litigation. A Concierge Team (licensed CA attorneys) to intake clients. A dedicated Discovery team of attorney...
Estate Planning, Trust Administration, and Probate Attorney
We’re looking for an Estate Planning, Trust Administration, and Probate Attorney who can be a sidekick to our leading expert, Charlotte. We’re a small, tight-knit law firm specializing in estate planning, trust administration, and probate law. Working on estate planning, trust administration, and pr...
Trusts and Estates Planning Associate
Falcon Rappaport & Berkman is a rapidly growing law firm, focusing on the areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate matters. Handling all stages of estate planning and trust administration. Drafting, reviewing and modifying estate planning documents (inclu...
Trusts and Estates Planning Associate
Falcon Rappaport & Berkman is a rapidly growing law firm, focusing on the areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate matters. Handling all stages of estate planning and trust administration. Drafting, reviewing and modifying estate planning documents (including...
Attorney | Estate Planning | 145905
Demonstrated experience planning estates worth $20 million and more. You will work closely with the Managing Partner to foster excellent client care and plan complex estates. This is an exciting opportunity for a seasoned estate planner looking for a firm to call home. ...
Estate Planning Attorney
Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession planning, federal estate tax returns preferred. Trust & Estates Associate Attorney. Established law firm is seeking a Trust & Estates Associate Attorney t...
Trust & Estates Attorney
Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives. Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view. Trust Adm...
Trust & Estates Attorney
I'm seeking Trust & Estate Attorneys with backgrounds in complex estate planning, trust administration and trust litigation for multiple positions. Familiarity with federal and state, estate, gift and income taxes as well as probate and trust administration law. Experience working with individua...
Estate Planning Attorney
Estate Planning Attorney with three to five years of experience - Our ideal candidate will have the ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions for those clients’ estate and tax planning. Orange County Airport area firm is ...
Trust & Estates Attorney
Attorneys,trust & estates,trust and estates,Law Firms,Legal Advice,Finance + Accounting,Legal Research,Administration,Estate Law,Estate Planning,Compliance. Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives. Our esteemed law firm client is in sear...