Attorney - Trusts and Estate Planning jobs in United States
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De Vore Recruiting ยท 1 day ago

Attorney - Trusts and Estate Planning

De Vore Recruiting is seeking a highly motivated and experienced Trusts and Estate Planning Attorney to join their growing team in Encino, California. The role involves drafting complex estate planning documents, advising clients on tax planning strategies, and handling trust administration and probate matters.

Health CareRecruitingStaffing Agency
Hiring Manager
Gigi Villariasa
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Responsibilities

Draft complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Advise clients on various estate planning strategies, including tax planning, asset protection, and charitable giving
Handle all aspects of trust administration, including asset allocation, tax filings, and distributions to beneficiaries
Represent clients in probate proceedings, including preparing and filing court documents, managing estate assets, and resolving disputes
Conduct legal research and analysis on complex estate planning issues
Maintain current knowledge of relevant laws and regulations
Communicate effectively with clients, colleagues, and other professionals
Manage client relationships and provide exceptional client service
Participate in business development activities to expand the firm's client base
Supervise and mentor junior attorneys and paralegals

Qualification

TrustsEstate planningCalifornia probate lawEstate tax lawsDrafting complex documentsEstate planning softwareAnalytical skillsClient service commitmentCommunication skillsInterpersonal skillsDetail-orientedOrganizational skillsTeamwork

Required

Juris Doctor (J.D.) degree from an accredited law school
Admission to the California State Bar in good standing
8-10 years of experience in trusts and estate planning
Extensive knowledge of California probate law and estate tax laws
Strong drafting and analytical skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Detail-oriented and highly organized
Commitment to providing exceptional client service

Preferred

Experience with estate planning software (e.g., WealthDocs, HotDocs) preferred
LL.M. in Taxation or Estate Planning a plus

Company

De Vore Recruiting

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De Vore Recruiting brings a combination of expertise in healthcare & hospitality, Accounting, Legal field, & recruiting knowledge.

Funding

Current Stage
Early Stage
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