Estate Planning Associate Attorney

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Job Title: Estate Planning Associate Attorney
Job Location: Irvine, CA

Job Overview:
A prestigious law firm located in Irvine, CA, is seeking an enthusiastic and skilled Estate Planning Associate Attorney to join their team. This is an excellent opportunity for a motivated junior attorney to gain valuable experience in estate planning and grow within a collaborative and dynamic legal environment. The firm offers a supportive culture that encourages professional development, alongside a variety of benefits designed to enhance the work experience.

Duties:

• Draft foundational estate planning documents with a high degree of customization
• Advise clients on the design and structure of revocable living trusts
• Research estate planning, tax issues, and related areas
• Coordinate and update template documents, letters, and internal procedures
• Collaborate with senior attorneys to improve drafting skills and meet client needs
• Provide client-facing services, including consulting on estate and gift tax issues
• Manage tasks in a fast-paced environment, meeting deadlines while maintaining quality

Requirements:

• J.D. from an accredited law school
• California Bar membership in good standing
• 1-3 years of experience in estate planning preferred
• Strong interest in developing drafting skills and learning from senior attorneys
• Solid knowledge of estate and gift tax law
• An LLM or background in tax law is a plus
• Familiarity with corporate matters affecting closely held companies is desirable
• Excellent interpersonal and communication skills, comfortable interacting with clients
• Highly organized with attention to detail
• Ability to handle multiple tasks and adapt to changing priorities

Education:

• Juris Doctor (J.D.) from an accredited law school

Certifications:

• Admission to the California State Bar

Skills:

• Strong drafting and research skills
• Proficient in legal document preparation and client consultations
• Exceptional organizational and time-management abilities
• Ability to work independently and as part of a team
• Ability to manage client expectations and maintain professionalism

Job Location:

• Irvine, CA (Hybrid work available after an introductory period)

Benefits:

• Comprehensive medical plans, including employer-funded HSA options
• Dental and vision insurance
• 401(k) plan with substantial employer matching
• Vibrant and supportive work environment
• Recognized as a Top Workplace by the Orange County Register in 2024
• Regular office events and celebrations, fostering a fun and engaging culture

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