Senior Trust Administration Attorney

Founder and CEO, Edgar M. Rodriguez, is a California Native who created Career Consulting Partners to revolutionize the M ortgage / Finance and L egal staffing industry. He recognized that many businesses and individuals struggle to find the right recruiting firm to partner with.

At Career Consulting Partners, we want to change that. We have gained a thorough understanding of various industries, including their trends, challenges, and opportunities, by concentrating on specific sectors. Therefore, if you are searching for a partner who specializes in and comprehends your business or the demands for your next career move, you need look no further than our firm.

Senior Trust Administration Attorney

Career Consulting Partners has partnered with one of the   largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices, including Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. They are seeking a  senior-level attorney with a background in trust and estate planning and administration  to join the team.

DEPARTMENT INSIGHT :

The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security.

ABOUT THE ROLE :

As a senior-level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.

DUTIES :

• Manage the administration of revocable and irrevocable trusts, including communication with fiduciaries, beneficiaries, and financial institutions
• Coordinate and oversee trust funding, asset transfers, valuations, and related follow-through tasks
• Prepare or coordinate the preparation of estate and gift tax returns, with support from tax professionals when needed
• Draft correspondence, trust summaries, allocation memoranda, and other trust-related documents
• Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions

REQUIREMENTS :

COMPENSATION & BENEFITS :

LOCATION :

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume / application, we will reach out to you and review the firm(s) before we move forward.