Attorney, Trust Administration

Brown & Streza LLP•Irvine, CA

21h•$180,000 - $235,000•Hybrid

About The Position

At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team. Attorney, Trust Administration Brown & Streza is seeking a highly capable, motivated associate attorney with experience in trust and estate administration.

Requirements

J.D. from an accredited law school; a member in good standing of the California Bar
Minimum 3 years of experience working as an attorney in trust and estate administration
Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
Excellent organization, computer skills, and math skills
Ability to analyze facts and discovery to apply to statutes and case law on point
Ability to verbally present case facts, legal analyses, and recommendations
Ability to work independently or with a team

Nice To Haves

Completed LLM in Taxation is strongly preferred

Responsibilities

Counsel trustees through all phases of the trust administration process
Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts
Gather, inventory, identify, and value trust and estate assets
Prepare and/or review trust accountings, estate tax returns, and gift tax returns
Draft and file court documents (such as probates, 850 petitions, and 17200 petitions)
Oversee court matters from the filing of a petition through receipt of signed court orders
Conduct legal research and analysis as necessary to support trust and estate matters
Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management
Communicate directly with clients and advisors