Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Well-established San Fernando Valley Firm seeks an exceptional associate with at least 2 to 3 years of experience for its Trust and Estate Planning Practice Group.
The role requires the lawyer to assist with the administration of trusts and decedent’s estates and advise on estate, gift, and property tax issues.
Strong academic record and writing skills are essential. The role requires a lawyer with solid interpersonal skills, proven willingness to accept significant responsibility and help manage a challenging workload in a fast-paced environment.
Candidates must be in good standing with CA State Bar.
We are a firm that has practiced more than 50 years. We offer a collegial working environment, competitive salary, benefits, and growth opportunity. The Firm will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring ordinance. The Firm also encourages and welcomes applicants from diverse and underserved communities.
Please e-mail resume, cover letter, and writing sample to career@lewitthackman.com. Please indicate in the subject: “Attorney – Trust and Estate Planning”.
Job Type: Full-time
Pay: $120,000.00 - $130,000.00 per year
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People with a criminal record are encouraged to apply
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Work Location: In person
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