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Fox Rothschild · 1 day ago

Trust & Estate Associate – Los Angeles, CA; San Francisco, CA

Los Angeles, CA

Full-time

Onsite

Mid Level

$225K/yr - $250K/yr

3+ years exp

Fox Rothschild LLP is a nationally recognized firm with an opening for a Trust & Estate Associate in their Taxation & Wealth Planning Department. The ideal candidate will work on complex estate planning and trust administration matters while interacting with high-net-worth clients.

Business IntelligenceConsultingLaw EnforcementLegal

No H1B

Responsibilities

Prepare initial drafts of estate plans for existing clients, including those with complicated family dynamics and structures

Assist with restatements of existing clients’ plans and funding of revocable trusts

Handle trust administration cases, including division of existing irrevocable trusts into sub-trusts and drafting pleadings and managing trust cases in probate court

Draft pleadings and handle probate court cases

Interface with tax litigators and independent valuation experts and accountants

Review and negotiate fee agreements with experts, trustees, appraisers, and tax preparers

Draft indemnity agreements and coordinate with valuation professionals

Foundational knowledge and ability to review federal gift and estate tax returns; foundational knowledge of gift, estate, income, and California property tax planning concepts

Qualification

Juris Doctorate (JD)Estate planning experienceTrust administration experienceLicensed to practice in CaliforniaAdmission to U.S. Tax CourtLLM in TaxationDrafting pleadingsProbate court experienceAnalytical skillsClient interactionLarge law firm experience

Required

Juris Doctorate (JD) is required

Must be licensed to practice in the State of California