What are the responsibilities and job description for the Estate Planning Attorney position at The Los Angeles County Bar Association - LACBA?
We are a well-established and respected law firm in Newport Beach, CA, specializing in estate planning, trust administration, and probate law. Our team is dedicated to providing personalized, high-quality legal services to clients across Southern California. We are seeking a dedicated and experienced Estate Planning Attorney to join our growing practice and help our clients navigate complex estate planning matters.Position Overview : We are looking for an attorney with 2 years of experience in estate planning and trust administration to join our team. The ideal candidate will have a strong background in drafting estate planning documents (wills, trusts, powers of attorney, etc.), assisting with trust administration, and representing clients in probate proceedings. You will work closely with clients to develop customized estate plans, ensuring their goals are met while providing ongoing legal support.Key Responsibilities : Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directivesAdvise clients on estate planning strategies, tax implications, and asset protectionAssist with trust administration, including the preparation of trust accounting and distributionsRepresent clients in probate court proceedings, including petitions for probate, guardianships, and conservatorshipsProvide ongoing legal counsel to clients regarding estate plan updates and modificationsWork with financial advisors, accountants, and other professionals to coordinate comprehensive estate plansManage and maintain a diverse caseload of estate planning mattersAttend client meetings and communicate legal advice in a clear, client-friendly mannerQualifications : Juris Doctor (JD) degree from an accredited law schoolActive membership in the California State Bar2 years of experience in estate planning, trust administration, and probate lawStrong understanding of California estate planning laws, tax considerations, and trust administrationExcellent legal research, drafting, and writing skillsAbility to communicate complex legal concepts in a simple, clear mannerStrong attention to detail and organizational skillsAbility to work independently while collaborating within a team-oriented environmentPreferred Qualifications : Experience with high-net-worth estate planningFamiliarity with tax planning, including estate and gift tax strategiesExperience with charitable giving and planned giving strategiesPrior experience with probate litigation is a plusBenefits : Competitive salary based on experienceHealth, dental, and vision insurance401(k) retirement plan with firm matchingGenerous paid time off (PTO)Continuing legal education (CLE) stipendSupportive, collaborative work environment with opportunities for professional growth#J-18808-Ljbffr
