Trusts And Estates Attorney

Profile

Job Overview: A law firm in Chico, CA, is seeking a Trusts And Estates Attorney to join their team. The ideal candidate will be responsible for designing and drafting plans for moderate and high-net-worth clients, managing probate and trust administrations, and meeting or exceeding minimum billable hours requirements. Superior analytical, communication, and drafting skills are essential, along with a Juris Doctorate and active membership in the California State Bar.

Duties:

• Design and draft plans for moderate and high-net-worth clients
• Manage probate administrations
• Manage trust administrations
• Plan for blended families, generation-skipping transfer tax planning, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns

Requirements:

• 5 years of recent experience designing plans for moderate and high-net-worth clients, probate, and trust administration
• Superior analytical, communication, drafting, writing, and research skills
• Juris Doctorate
• An active member of the California State Bar
• Expertise in Federal tax law and California state tax law is strongly preferred
• LL.M. in Tax preferred
• Prior experience taking the lead role in client meetings
• Prior experience managing client communications and expectations
• Proficiency in the California probate and trust administration process
• Proficiency in Microsoft Office Suite, Adobe Acrobat, document management, and legal practice management systems
• Ability to effectively work with support staff
• Client management skills from intake through resolution
• Positive attitude, intellectually curious, dependable, and motivated
• Solid command of English, including excellent spelling, grammar, punctuation, form, and style
• Organized and detail-oriented
• Ability to set goals and mentor others
• Ability to communicate clearly and work well with a team and individually

Education and Certifications:

• Juris Doctorate
• An active member of the California State Bar
• LL.M. in Tax preferred

Skills:

• Superior analytical, communication, drafting, writing, and research skills
• Proficiency in Microsoft Office Suite, Adobe Acrobat, document management, and legal practice management systems
• Client management skills
• Positive attitude, intellectually curious, dependable, and motivated
• Organized and detail-oriented
• Ability to set goals and mentor others
• Ability to communicate clearly and work well with a team and individually

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306