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

Commercial Loan Corp; Newport Beach (CA); Remote; USD 70,000 - 120,000; Full time

Job summary

A leading firm in Newport Beach is seeking experienced attorneys to assist in trust loan matters. The role involves providing legal support to beneficiaries and trustees, primarily in property buyouts and tax relief situations. Ideal candidates will have expertise in Trusts and Estates law and a commitment to helping families navigate legal complexities.

Qualifications

• Experienced attorney in trusts and estates.
• Strong knowledge of property tax reassessment laws.
• Familiarity with representing beneficiaries and trustees.

Responsibilities

• Assist beneficiaries and trustees lacking legal counsel in trust loan matters.
• Support families with legal expertise related to tax relief and property buyouts.
• Manage trust estate and beneficiary cases across California counties.

Skills

Trusts and Estates

Elder Law

Estate Planning

Probate

Education

Juris Doctor (JD)

Job description

Organization Type:

In-House

Job Type:

Attorney

Practice Areas:

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

We are seeking experienced attorneys to assist beneficiaries and trustees lacking legal counsel in trust loan matters. Our firm funds trust loans primarily for tax relief and property buyouts, with legal fees paid by the families involved. We refer legal needs to attorneys across all 58 California counties, especially for trust estate and beneficiary cases related to inherited property buyouts and tax purposes, including minimizing property reassessment.

Many families seeking trust funding do not have legal representation, and some trustees lack experience, creating a need for legal expertise to support these transactions.

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

Company Info

Commercial Loan Corp

Company Profile

We specialize in loans to trusts and estates. Our services include facilitating property buyouts among beneficiaries inheriting property from parents, utilizing trust loans in conjunction with Proposition 19 (formerly Prop 58) to avoid property tax reassessment and ensure equitable distribution of inherited property shares.