Estate Planning Attorney Job at Jobot, San Diego, CA

WmdydDJzcTBTWXEyTUJUU1RJWHczRkgwY1E9PQ==
  • Jobot
  • San Diego, CA

Job Description

AmLaw 200 Firm

This Jobot Job is hosted by: Katie Griffith
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $200,000 - $300,000 per year

A bit about us:

We are an AmLaw200 firm.

Why join us?

Competitive Salary
Lucrative Bonus Opportunities
Health Benefits
401k Program

Job Details

We are seeking a highly skilled and experienced Estate Planning Attorney to join our dynamic team.

This is an exceptional opportunity for an attorney who has a deep understanding and practical experience in estate planning, trust administration, and probate law.

The ideal candidate will bring experience servicing high-net worth clients and a tax background (CPA, LLM, etc.)

Responsibilities

  • Draft, review, and modify a wide range of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Manage all aspects of trust administration, including distribution of assets, preparation of trust accountings, and resolution of trust-related disputes.
  • Provide comprehensive legal advice to clients on various estate planning and wealth preservation strategies.
  • Collaborate with financial advisors, accountants, and other professionals to develop integrated estate plans.
  • Stay abreast of changes in estate planning, probate, and trust administration laws and regulations.
  • Conduct client meetings and maintain strong client relationships through regular communication and updates.
  • Represent clients in probate court proceedings, if necessary.
  • Participate in business development activities to expand the firm’s estate planning practice.
Qualifications

  • Juris Doctor (JD) degree from an accredited law school.
  • Admitted to practice law in the state of CA or DC.
  • A minimum of five years of experience in estate planning and trust administration.
  • Demonstrated expertise in drafting complex estate planning documents.
  • Strong knowledge of federal and state laws and regulations related to estate planning, probate, and trust administration.
  • Exceptional interpersonal and communication skills, with the ability to explain complex legal concepts to clients in a clear and concise manner.
  • High level of professionalism and ethical standards.
  • Bilingual in Spanish is preferred.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Job Tags

Similar Jobs

City of Lompoc, CA

Line Clearance Tree Trimmer Job at City of Lompoc, CA

 ...been removed from the City's website. Incumbents perform skilled and semi-skilled work in the trimming, planting, cultivating, maintenance, and removal of trees; perform skilled work in utility vegetation management; and other specifically related work as required.... 

Pursuit Collection

Maintenance Associate - Technician Track Job at Pursuit Collection

 ...suite including medical, vision, dental, 401K, and more! What will be your daily pursuit?:Your daily pursuit is to ensure proper maintenance, upkeep, and repair of a variety of hotels, lodges, retail outlets, restaurants, staff lodging, and other properties. What will your... 

Avera Marshall Access Health

Registered Nurse (RN) - Float - Carlson Street Clinic Job at Avera Marshall Access Health

 ...Join the RN Nursing team at Avera! Love Where You Work: Work at Avera where current...  ...are endless. Culture: Be part of a multidisciplinary team built on teamwork...  ...settings. Position Highlights: Paid Time Off (PTO) available on Day 1! Options for... 

Jobot

Public Finance/MUD Paralegal Job at Jobot

 ...management systems Previous experience working with Texas Water Districts Proficient knowledge of web-based file sharing systems (DropBox, OneDrive, SharePoint, etc) Experience with Clio, ProLaw, LeanLaw or Bill4Time billing software Please apply directly to this... 

Maimonides Medical Center

Corporate Communications Specialist Job at Maimonides Medical Center

 ...clinical training site for SUNY Downstate College of Medicine. Maimonides Health has an exciting role for a Communication Specialist to manage organization's corporate communications and support related public relations initiatives that contribute to Maimonides' image and...