Estate Planning Attorney (Newport Beach)
$125k - $175kPart-time
Jobot
Southern California full service firm! Serving transactional and litigation needs across practice areas. ONSITE This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits
401k
PTO
Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court proceedings.
6. Keep abreast of changes in tax and estate planning laws and regulations.
7. Develop strong client relationships and deliver exceptional client service.
8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school.
2. Advanced degree in Tax Law (LLM in Tax) is highly desirable.
3. Admitted to practice law in the state and in good standing.
4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
5. Proven track record of working with high-net-worth individuals and families.
6. Strong knowledge of federal and state tax laws and regulations.
7. Exceptional legal drafting skills and attention to detail.
8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner.
9. Demonstrated ability to develop and maintain strong client relationships.
10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the Apply button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits
401k
PTO
Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court proceedings.
6. Keep abreast of changes in tax and estate planning laws and regulations.
7. Develop strong client relationships and deliver exceptional client service.
8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school.
2. Advanced degree in Tax Law (LLM in Tax) is highly desirable.
3. Admitted to practice law in the state and in good standing.
4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
5. Proven track record of working with high-net-worth individuals and families.
6. Strong knowledge of federal and state tax laws and regulations.
7. Exceptional legal drafting skills and attention to detail.
8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner.
9. Demonstrated ability to develop and maintain strong client relationships.
10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the Apply button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 1 day ago
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