In-House Trust & Estate Admin Attorney - Newport Beach, CA OR CA Remote

Commercial Loan Corp; Newport Beach (CA); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading firm in Newport Beach, specializing in trust loans, seeks experienced attorneys in trust and estate law. The role involves providing legal counsel to beneficiaries and trustees, particularly in inherited property transactions and tax strategies. This position offers a unique opportunity to assist families while navigating complex legal requirements and ensuring compliance with California regulations.

Qualifications

• Experience in trust and estate law is crucial.
• Ability to assist beneficiaries and trustees with legal counsel.
• Familiarity with Proposition 19 compliance.

Responsibilities

• Assist beneficiaries and trustees with trust-related legal services.
• Support inherited property transactions and tax minimization strategies.
• Ensure compliance with property tax reassessment regulations.

Skills

Trust and Estate Law

Tax Planning

Legal Counsel

Education

Juris Doctor (JD)

Job description

Organization Type:

In-House

Job Type:

Attorney

Practice Areas:

• Trusts and Estates
• Elder Law
• Estate & Tax Planning
• Probate

Job Description:

We are seeking experienced attorneys to assist beneficiaries and trustees who lack legal counsel and require trust-related legal services. Our firm funds trust loans primarily for tax relief and property buyout purposes, and we need legal expertise to support these cases.

All legal fees are paid by the families involved. Our firm, Commercial Loan Corp, licensed in California and based in Newport Beach, refers legal needs to attorneys across all 58 counties of California. We work with trust estates and beneficiaries from across the state, especially those involved in inherited property buyouts and tax minimization strategies, including property reassessment issues.

Some trustees or beneficiaries may have little to no experience, creating a need for skilled legal counsel to strengthen their position. We are particularly interested in connecting with attorneys experienced in trust and estate law who can assist with inherited property transactions and trust funding, ensuring compliance with Proposition 19 (formerly Prop 58) to avoid property tax reassessment.

Interested attorneys are encouraged to contact Geoffrey W. Sadwith at Commercial Loan Corp, Newport Beach, for more information. Reach out directly via mobile, email, or through our blog and website.

Company Profile:

Commercial Loan Corp specializes in providing loans to trusts and estates. We facilitate buyouts of co-beneficiaries' shares of inherited property through trust loans, helping families achieve equitable distribution while minimizing property tax reassessment risks.