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Trusts and Estates Planning Associate
Location:
Newport Beach, CA
Description:
Falcon Rappaport & Berkman is seeking a Trust and Estates Planning Associate. Falcon Rappaport & Berkman is a rapidly growing law firm, focusing on the areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate matters. As our business expands, so does our need for assistance to our partners in managing these transactions. Requirements: 3 years’ experience minimum Responsibilities will include, but not be limited to: Handling all stages of estate planning and trust administration Client intake and management Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents) Advising on various wealth transfer and asset protection strategies for high-net-worth clients Implementing strategies for reducing estate, income and property taxes Preparing and reviewing technical memoranda for clients involving estate tax issues Competently handling complex estate planning matters with minimal supervision Researching various client issues, analyzing options and proposing best course of action Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus Corporate experience a plus Proficiency in Microsoft Office required. Foreign language skills a plus. Robust benefits package. Flexible work hours. Collegial & communicative atmosphere. Salary Range – $140,000-$200,000 Powered by JazzHR
Company:
Falcon Rappaport & Berkman
Posted:
April 4 on The Resumator
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Trusts and Estates Planning Associate is a Jobs Trusts and Estates Planning Job at Falcon Rappaport & Berkman located in Newport Beach CA. Find other listings like Trusts and Estates Planning Associate by searching Oodle for Jobs Trusts and Estates Planning Jobs.
Trusts and Estates Planning Associate is a Jobs Trusts and Estates Planning Job at Falcon Rappaport & Berkman located in Newport Beach CA. Find other listings like Trusts and Estates Planning Associate by searching Oodle for Jobs Trusts and Estates Planning Jobs.