Position Overview

Ferruzzo & Ferruzzo is seeking an experienced Estate Planning / Trust Administration Attorney with a strong background in preparing estate planning documents and administering trusts and estates. The ideal candidate will have 10 to 12 years of relevant experience, with expertise in drafting various types of trusts and working with both taxable and nontaxable estates. This role requires exceptional client service skills, a commitment to excellence, and the ability to work independently as well as part of a team.

Key Responsibilities

General Work:

• Independently represent and provide legal advice to clients in meetings, proceedings, and negotiations.
• Manage multiple legal matters simultaneously, handling them independently or in collaboration with other attorneys.
• Assign tasks to associates and support staff, ensuring efficient workflow.
• Prepare case theories, memorandums, and reports to Senior Management.
• Conduct due diligence in legal matters related to contracts and agreements.

Client Management:

• Consult with Managing Partner and Practice Group Leaders on client matters.
• Develop and maintain strong relationships with clients through effective communication and explanation of legal proceedings.
• Gain in-depth knowledge of clients' businesses, economic drivers, and sector requirements to provide relevant and current advice.

Business Development:

• Participate in business development and marketing initiatives to expand the practice.
• Prospect for new clients through networking, marketing efforts, writing articles, and speaking engagements.
• Contribute to the firm's values and culture through involvement in Corporate Social Responsibility, pro-bono work, and social activities.
• Coach associate attorneys and legal assistants to build their capacity and skills.

Qualifications

• 6 to 12 years of experience in estate planning and trust administration.
• Active member in good standing of the California State Bar
• Strong academic credentials; LL.M. in Taxation preferred.
• Excellent written and verbal communication skills.
• Impeccable attention to detail and professionalism.
• Self-motivated with the ability to inspire client confidence.
• Proficiency in MS Office Suite (Word, Excel, Outlook), Adobe Acrobat, and Lexis/Nexis.
• Demonstrated ability to handle complex legal matters independently.
• Proven track record in client management and business development.
• Commitment to upholding the highest ethical standards.

Total Rewards

• Starting base salary $225,000 depending on experience and prospect client list
• Quarterly bonus equal to 10% net proceeds above monthly 120-hour billable time commitment
• Contribution of $415.00 per month toward the employee's medical and vision plans (Kaiser or Anthem Blue Cross)
• Dental insurance is covered by the Firm for the employee with an option to add dependents at employee's cost
• 401k plans with the potential for annual profit sharing at the sole discretion of the Firm
• Paid time off includes: annual vacation time accrued at 80 hours for the first 5 years and 120 hours after 5 years, and separate state-mandated sick-time upon hire date
• Disability pay, jury duty, and bereavement pay also available as needed

About Ferruzzo & Ferruzzo

The Firm is a rewarding, professional, and supportive AV-Rated Firm and our goal is to provide excellent service to clients while maintaining a true work-life balance. We seek long-term employees who understand there is true potential for growth with hard work. Each attorney is treated as an entrepreneur and has the ability to stay on track to become a Partner and potentially an Equity Partner.

Ferruzzo represents prominent global, nationwide, and local clients to our community with whom we have built long-lasting relationships inside and outside of our Firm. We take great pride in advocating for our clients and have built a reputation in our community for maintaining a high standard of legal services and giving back to the communities that we serve.

Ferruzzo understands the great value of its employees and the importance of their individual success. The Firm provides opportunities for continuing education and personal and professional development - including Partner Level Tracks. Ferruzzo offers competitive compensation with excellent benefits, including medical and dental coverage (with contribution from the Firm), Cafeteria and 401k Plans, and paid time off including holidays, sick-time, jury duty, bereavement, and vacation time.

Ferruzzo & Ferruzzo is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply.

Essential HR is the exclusive search partner of Ferruzzo & Ferruzzo for this opportunity.

To express interest in this position submit your resume to https://ferruzzo.applicantpro.com/jobs/