Job Description
Job Description
We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of each client. This role requires someone with excellent communication skills and a deep understanding of state and federal regulations.
Responsibilities:
• Advise clients on trust and estate planning, probate administration, estate tax, and asset protection strategies.
• Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.
• Manage trust administration processes and oversee probate cases while ensuring compliance with California laws.
• Represent clients in court proceedings and mediation sessions related to estate disputes when necessary.
• Develop customized plans for high-net-worth individuals and families, addressing complex estate needs.
• Communicate effectively with clients to explain legal options and provide updates on case progress.
• Stay informed about changes in laws affecting estate planning, trusts, and probate to deliver accurate advice.
• Collaborate with other professionals, such as financial advisors or tax experts, to optimize client outcomes.
• Must hold a valid license to practice law in California.
• Proven experience in probate and estate administration.
• Expertise in estate planning and estate law.
• Familiarity with estate tax regulations and filing estate tax returns.
• Strong understanding of California probate law and litigation processes.
• Excellent written and verbal communication skills.
• Ability to handle sensitive client matters with discretion and professionalism.
• Adept at managing complex cases and providing strategic legal advice.