Job Posting for Experienced Trust Administration Attorney at JBA International
We are a mid-sized law firm in Orange County that focuses on Business Planning,
Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions.
At our firm, 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. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.
Trust Administration Attorney Position:
We are seeking a highly capable, motivated attorney with experience in trust and estate administration.
Salary: $150,000 - $225,000 (Hybrid)
Responsibilities and Duties Include:
Administer trusts; prepare estate administration documents
Gather, inventory, identify, and value assets
Distribution, allocation, and funding of sub-trusts
Drafting court documents (such as 850 petitions & 17200 petitions)
Preparation and review of accounts, estate tax returns, and gift tax returns
Conduct legal research as necessary
Working with paralegals, legal assistants, and other attorneys
Engage in direct communications via telephone and e-mail with attorneys, staff, and
clients
Oversee court matters from the filing of a petition to receiving filed order from the court
Requirements:
3 years of trust and estate administration law experience
Completed LLM in Taxation preferred
Completed JD/ Juris Doctorate
California Bar Admission/ Member in good standing
Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses
into work
Excellent organization, computer skills, and math skills
Ability to analyze facts and discovery to apply to statutes and case law on point
Ability to verbally present case facts, legal analyses, and recommendations
Ability to work independently or with a team
Benefits:
Quarterly bonuses
PPO medical plan with employer-funded HSA
401(k) plan with significant employer matching
Great working environment
Orange County Register 2020 and 2021 Top Workplace
Applicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
Salary.com Estimation for Experienced Trust Administration Attorney in Irvine, CA
$122,358 to $173,620
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs with skills like those required for the Experienced Trust Administration Attorney.
Click the checkbox next to the jobs that you are interested in.