Calendar management, including tax-related deadlines and client calls/meetings.
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
Estate administration, including prepare and file probate documents, advise and respond to clients.
Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
Prepare trust and estate accountings.
Draft simple wills and correspondence.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.