Estate Planning/Trust Administration Attorney

3-20 yrs required

Full-time

No

A law firm in Newport Beach, CA is seeking an experienced Estate Planning/Trust Administration Attorney with 6-12 years of experience. The ideal candidate will independently represent clients, manage legal matters, provide strategic advice, and participate in business development initiatives.

Duties:

• Independently represent and provide legal advice to clients in meetings, proceedings, and negotiations
• Manage multiple legal matters simultaneously, independently or collaboratively
• Assign tasks to associates and support staff, ensuring efficient workflow
• Prepare case theories, memorandums, and reports for Senior Management
• Conduct due diligence in legal matters related to contracts and agreements
• Consult with Managing Partner and Practice Group Leaders on client matters
• Develop and maintain strong client relationships through effective communication and explanation of legal proceedings
• Gain in-depth knowledge of clients' businesses, economic drivers, and sector requirements
• Participate in business development and marketing initiatives to expand the practice
• Prospect for new clients through networking, marketing efforts, writing articles, and speaking engagements
• Contribute to Corporate Social Responsibility, pro-bono work, and social activities
• Coach associate attorneys and legal assistants to build their capacity and skills

Requirements:

• Strong background in preparing estate planning documents and administering trusts and estates
• Active member in good standing of the California State Bar
• . in Taxation preferred
• Excellent written and verbal communication skills
• Impeccable attention to detail and professionalism
• Self-motivated with the ability to inspire client confidence
• Proficiency in MS Office Suite, Adobe Acrobat, and Lexis/Nexis
• Demonstrated ability to handle complex legal matters independently
• Proven track record in client management and business development
• Commitment to upholding the highest ethical standards

Education:

• . in Taxation preferred
• Strong academic credentials

Experience:

6-12 years of experience in estate planning and trust administration

Legal