JBA International
Trust Administration Attorney
JBA International, Irvine, California, United States, 92713
Mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions is 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 documentsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and gift tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, and other attorneysEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsOversee court matters from the filing of a petition to receiving filed order from the courtRequirements
3+ years of trust and estate administration law experienceCompleted LLM in Taxation preferredCompleted JD/ Juris DoctorateCalifornia Bar Admission/ Member in good standingAbility to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a team
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$150,000 - $225,000 (Hybrid)Responsibilities And Duties Include
Administer trusts; prepare estate administration documentsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and gift tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, and other attorneysEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsOversee court matters from the filing of a petition to receiving filed order from the courtRequirements
3+ years of trust and estate administration law experienceCompleted LLM in Taxation preferredCompleted JD/ Juris DoctorateCalifornia Bar Admission/ Member in good standingAbility to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a team
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