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Trust & Estates Attorney
$152k-199k (estimate)
Full Time | Business Services 2 Weeks Ago
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Brown & Streza LLP is Hiring a Trust & Estates Attorney Near Irvine, CA

Job DescriptionAt Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. We offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, and several larger events throughout the year including an Admin Day celebration, summer party, Harvest Luncheon and Christmas Luncheon. In addition to health and wellness benefits, our attorneys have the opportunity to receive bonuses and support from our marketing team.
Trust & Estates AttorneyWe are seeking a highly capable, motivated attorney to join our team to work on foundational estate planning documents.
Responsibilities and duties include:
  • Highly customized drafting of foundational estate planning documents
  • Meet with and advise clients on the proper design and structure of revocable living trusts
  • Research estate planning and other tax issues
  • Evaluate and coordinate/update template documents, letters, procedures
Requirements:
  • 5 or more years of estate planning experience
  • 3 or more years of experience working with trusts and estates in a mid- to large-sized law firm setting is preferred
  • An LLM or strong background in tax law is preferred
  • J.D. from an accredited law school; a member in good standing of the California Bar
  • Strong drafting skills and attention to detail
  • Strong knowledge of estate and gift tax
  • Broad knowledge of corporate matters affecting closely held companies is helpful
  • Ability to interact comfortably with clients and management; interpersonal skills
  • Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
  • Ability to work both independently and as part of a team
  • Commitment to professionalism; flexibility as to the types of projects assigned
Compensation:
  • Salary is dependent on experience and billing rates
  • This role is bonus eligible
Benefits:
  • 8 medical plan options with employer funded HSA
  • Dental and vision plans
  • 401(k) plan with significant employer matching
  • Great working environment
  • Orange County Register 2023 Top Workplace
Schedule:
  • Hybrid work schedule is available for local candidates (2 days on-site)
  • Remote work schedule may be considered for candidates residing outside of the Southern California area
Physical Requirements:
  • Ability to lift and carry 30 pounds
  • Frequent standing and walking
  • Sitting for up to four hours at a time
  • Bending and stooping as needed

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$152k-199k (estimate)

POST DATE

06/13/2024

EXPIRATION DATE

08/12/2024

WEBSITE

brownandstreza.com

HEADQUARTERS

IRVINE, CA

SIZE

50 - 100

FOUNDED

1975

CEO

RICHARD STREZA

REVENUE

$10M - $50M

INDUSTRY

Business Services

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About Brown & Streza LLP

Brown & Streza LLP is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business succession planning, estate administration, real estate and emerging growth. We serve families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations. We provide caring service, deep expertise, innovative solutions, and a stable, professional, and well respected staff while embracing and communicating that life is more than wealthSM. We serve the individual needs of our clients, staff, and ...professional advisors by investing in education and long-term relationships based upon loyalty and integrity. More
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