Trust & Estates Attorney

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. We offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, and several larger events throughout the year including an Admin Day celebration, summer party, Harvest Luncheon and Christmas Luncheon. In addition to health and wellness benefits, our attorneys have the opportunity to receive bonuses and support from our marketing team.

Trust & Estates Attorney

We are seeking a highly capable, motivated attorney to join our team to work on foundational estate planning documents.

Responsibilities and duties include:

• Highly customized drafting of foundational estate planning documents
• Meet with and advise clients on the proper design and structure of revocable living trusts
• Research estate planning and other tax issues
• Evaluate and coordinate/update template documents, letters, procedures

Requirements:

• 5 or more years of estate planning experience
• 3 or more years of experience working with trusts and estates in a mid- to large-sized law firm setting is preferred
• An LLM or strong background in tax law is preferred
• J.D. from an accredited law school; a member in good standing of the California Bar
• Strong drafting skills and attention to detail
• Strong knowledge of estate and gift tax
• Broad knowledge of corporate matters affecting closely held companies is helpful
• Ability to interact comfortably with clients and management; interpersonal skills
• Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
• Ability to work both independently and as part of a team
• Commitment to professionalism; flexibility as to the types of projects assigned

Compensation:

• Salary is dependent on experience and billing rates
• This role is bonus eligible

Benefits:

• 8 medical plan options with employer funded HSA
• Dental and vision plans
• 401(k) plan with significant employer matching
• Great working environment
• Orange County Register 2023 Top Workplace

Schedule:

• Hybrid work schedule is available for local candidates (2 days on-site)

Physical Requirements:

• Ability to lift and carry 30 pounds
• Frequent standing and walking
• Sitting for up to four hours at a time
• Bending and stooping as needed