Trust amp Estate Attorney Admin

Trust and Estate Attorney

Career Consulting Partners is excited to collaborate with a prominent Southern California law firm that has been serving families for over a century. This esteemed firm specializes in a broad spectrum of legal services including business real estate tax law estate planning probate and employment law. Through carefully planned mergers they have expanded their practice to include intellectual property and financial services now proudly employing over 50 attorneys.We are in search of an attorney with a focus on trust and estate matters.

IDEAL CANDIDATE:

• Will manage all aspects of trust administration including postmortem trust administration.
• Prepare and review trust accountings to ensure compliance with the California Probate Code.
• Oversee the transfer and management of trust assets including real estate securities and other property.
• Communicate with beneficiaries regarding their rights distributions and any concerns.
• Coordinate with tax professionals on fiduciary tax returns and other taxrelated matters.
• Handle probate proceedings including preparing and filing probate petitions attending court appearances and managing the probate process.
• Prepare inventories and secure appraisals for estate assets.
• Address and resolve creditor claims and other liabilities of the estate or trust.
• Oversee the final distribution of estate assets to heirs and beneficiaries in compliance with California law.
• Draft and review petitions orders and other court filings related to trusts and estates.
• Prepare trust amendments restatements and other trustrelated legal documents.
• Provide legal analysis and advisory memoranda on trust and estate matters.
• Meet with clients to discuss estate planning documents trust terms and administration processes.
• Collaborate with accountants financial advisors appraisers and other professionals to facilitate efficient administration.
• Assist with mediation negotiation and litigation in trust and estate disputes including drafting and negotiating settlement agreements.
• Ensure compliance with the California Probate Code trust laws and relevant tax regulations.
• Stay uptodate on changes in California trust and estate laws and regulations.

QUALIFICATIONS:

• Juris Doctor (JD) degree from an accredited law school.
• Active membership and good standing with the California State Bar.
• Minimum 4 years ofexperience with a focus on Trusts & Estates.
• Strong understanding of trust and estate law and the legal processes involved in will contests trust administration and related disputes.
• High level of integrity and professionalism in client interactions and representation.

COMPENSATION &BENEFITS:

• Salary: $125000 $180000
• 401k Matching
  
• Caregiver Support Program
• Commuter Benefits Program
• Adoption Assistance Program
• Educational Assistance Program
• FSA
• HSA
• Disability Life Vision Dental
  
• Medical (United Healthcare Kaiser Blue Shield)

LOCATION:

• Pasadena California
• OnSite

***Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent.Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward***