California Trust & Estate Litigation Attorney

BURREY LAW GROUP INC; Orinda (CA); Presencial; USD 195 000 - 230 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Free parking

Resumo da oferta

Burrey Law Group in California seeks an experienced Trust & Estate Litigation Associate to handle contested matters for beneficiaries, trustees, executors, and heirs. The attorney will focus on trust, probate, conservatorship, and related litigation with an emphasis on practical client service.

Ideal candidates will have strong California litigation experience, superb research and writing, and the ability to manage matters independently while working within a team in a demanding on-site practice.

Qualificações

• Juris Doctor from an accredited law school
• Active membership in good standing with the State Bar of California
• 4 years of experience in trust and estate litigation, trust administration, probate, or a combination of those areas
• Ability to independently manage matters from intake through resolution
• Strong drafting, client counseling, and case management skills
• Strong organizational skills and attention to detail
• Ability to work effectively in an onsite, team-oriented law firm environment
• Experience handling post-death administration matters
• Experience with conservatorships or guardianships
• Courtroom experience in probate or related proceedings
• California Certified Specialist in Trust & Probate Law, or interest in pursuing that path

Responsabilidades

• Manage trust, estate, and probate litigation matters from initial consultation through resolution, settlement, or trial.
• Represent clients in trust contests, will contests, breach of fiduciary duty claims, accounting disputes, trustee removal and surcharge proceedings, beneficiary disputes, elder financial abuse claims, inheritance disputes, and related probate matters.
• Analyze trusts, wills, amendments, estate planning documents, accountings, financial records, medical records, correspondence, and other evidence.
• Draft petitions, objections, responses, motions, briefs, discovery, settlement agreements, and other litigation documents.
• Conduct and defend depositions and participate in written discovery.
• Prepare for and appear at probate hearings, evidentiary hearings, settlement conferences, mediations, arbitrations, and trials.
• Develop case strategy and provide clients with practical assessments of litigation risks, options, costs, and potential resolutions.
• Negotiate settlements and participate effectively in mediation and alternative dispute resolution.
• Conduct legal research involving the California Probate Code, Code of Civil Procedure, Evidence Code, Elder Abuse and Dependent Adult Civil Protection Act, and applicable case law.
• Work with forensic accountants, appraisers, medical professionals, financial advisors, expert witnesses, and other professionals as appropriate.
• Maintain regular communication with clients regarding case developments, deadlines, strategy, and expectations.
• Manage litigation deadlines, discovery schedules, court filings, and case calendars.
• Collaborate with attorneys, paralegals, legal assistants, and other members of the firm.
• Maintain accurate and timely billing and case-management records.
• Comply with all applicable California Rules of Professional Conduct and firm policies.
• Advise clients on trust administration and related fiduciary matters.

Conhecimentos

Drafting

Client counseling

Case management

Organizational skills

Attention to detail

Matter management

Team collaboration

Formação académica

Juris Doctor

Descrição da oferta de emprego

Burrey Law Group in California seeks an experienced Trust & Estate Litigation Associate to handle contested matters for beneficiaries, trustees, executors, and heirs. The attorney will focus on trust, probate, conservatorship, and related litigation with an emphasis on practical client service.

Ideal candidates will have strong California litigation experience, superb research and writing, and the ability to manage matters independently while working within a team in a demanding on-site practice.