Trusts and Estates Planning Associate
Newport Beach, CA
Full Time
Mid Level
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:
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
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
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