Trust and Estate Attorney

Jobot
San Diego, CA, US
$100K-$200K a year
Permanent
Full-time
We are sorry. The job offer you are looking for is no longer available.

Job Description

Job Description

Mid-size trust and estate firm! HYBRID

This Jobot Job is hosted by : Mallory Calloway

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $100,000 - $200,000 per year

A bit about us :

Mid-size trust and estate firm!

Why join us?

Medical Benefits

401k

Competitive pay

Job Details

Job Details :

We are currently seeking a highly qualified Trust and Estate Attorney to join our dynamic legal team. This is a unique opportunity for a motivated individual to apply their skills in a rewarding and challenging environment.

The successful candidate will provide comprehensive legal counsel and support on a broad range of trust and estate matters.

With a focus on high net worth individuals, the role includes managing conservatorships, probate administration, and tax planning.

This is a permanent, full-time position requiring at least 5 years of relevant experience.

Responsibilities :

As a Trust and Estate Attorney, your primary responsibilities will include :

1. Providing sophisticated tax planning and estate administration services to high net worth individuals and families.

2. Preparing and reviewing legal documents related to estate planning, including wills, trusts, powers of attorney, and healthcare directives.

3. Advising clients on tax implications related to estate planning and wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax.

4. Representing clients in probate court proceedings, conservatorships, and trust litigations.

5. Collaborating with financial advisors, accountants, and other attorneys to develop comprehensive estate plans.

6. Keeping up-to-date with changes in tax and trust laws to ensure compliance and provide accurate advice to clients.

Qualifications :

The ideal candidate for the Trust and Estate Attorney position should possess the following qualifications :

1. A Juris Doctorate from an accredited law school.

2. An LLM in Tax is strongly preferred.

3. A minimum of 5 years of experience in trusts and estates law, with a focus on high net worth individuals.

4. Extensive knowledge of probate administration, conservatorships, and tax planning.

5. Exceptional analytical and problem-solving skills.

6. Excellent written and verbal communication skills.

7. Strong interpersonal skills with the ability to build relationships with clients, colleagues, and other professionals.

8. A high level of discretion and confidentiality for handling sensitive information.

9. Admission to the state bar and in good standing.

This is an exciting opportunity to join a dynamic and supportive team, where you will have the chance to make a significant impact.

If you are a seasoned Trust and Estate Attorney with a passion for providing exceptional legal counsel, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

18 days ago
Related jobs
Barnes, Pailhe & King Legal Search
CA, United States

For Estate Planners: seasoned an attorney with at least 5 years of experience advising high net worth individuals and families in all aspects of their estate and tax planning, as well as experience with trust and probate administration. For Administrators: ideal candidate will have at least 4 years ...

Jobot
San Diego, California

Handle a wide range of trust and estate litigation matters, including but not limited to, disputes involving wills, trusts, estates, guardianships, and conservatorships. The successful candidate will be responsible for handling complex trust and estate litigation matters, including probate and trial...

jobbot
San Diego, California

Handle a wide range of trust and estate litigation matters, including but not limited to, disputes involving wills, trusts, estates, guardianships, and conservatorships. The successful candidate will be responsible for handling complex trust and estate litigation matters, including probate and trial...

Lindquist LLP
San Diego, California

Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Prepar...

Adams & Martin Group
San Diego, California

Support Attorneys in both transactional and litigation trust and estate cases. In collaboration, we are actively seeking an experienced Trust and Estate Legal Assistant. Collect information and offer updates on case advancements to attorneys and clients. Docket management, such as handling incoming ...

Top Tier Reps LLC
Orange County, CA, US

Skills Needed: Negotiating and drafting purchase and sale agreements, commercial and ground leases, subleases, development agreements, construction contracts, and property management agreements. Our client is looking for innovative and forward-thinking associates with a minimum of three years' exper...

Lighthouse Legal Search
CA, United States

Keywords:vTrusts and Estates Litigation, probate litigation, estate disputes, fiduciary litigation, will contests, trust administration, estate planning conflicts, conservatorship disputes, guardianship litigation, asset distribution, inheritance disputes, elder law litigation, trust amendments, pro...

Withum
San Diego, California

Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Prepar...

Lindquist LLP
Orange County, CA, US

Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple e...

jobbot
San Diego, California

Drafting, editing and formatting legal documents related to trusts and estates, including wills, trusts, powers of attorney, and probate documents. The ideal candidate will possess a strong understanding of the legal aspects of trusts and estates, coupled with exceptional organizational and communic...