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Robert Half Estate Planning Attorney in Stockton, California

Description We are offering an exciting opportunity for an Attorney/Lawyer in the legal industry, based in Stockton, California, 95219, United States. The role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing various parties in probate or trust matters in court.

Responsibilities:

• Provide legal advice on estate planning and tax strategies

• Draft legal documents such as trusts, wills, advance health care directives, and powers of attorney

• Evaluate client competency to make changes to estate planning and take steps to protect clients from undue influence

• Advise trustees on trust administration matters and accounting

• Prepare petitions, accountings, and other probate court filings

• Represent trustees, executors, personal representatives, beneficiaries, creditors, and other interested parties in court

• Stay informed on changes in law applicable to estate planning and advise clients accordingly

• Research, evaluate, and resolve complex legal matters

• Develop and maintain client relationships and generate business

• Oversee administrative tasks including timekeeping and invoice approval

• Assign and supervise the work of other attorneys and staff.

Skills:

• Estate Planning

• Probate

• Probate Litigation

• Probate & Estate Administration

• Probate Law

• Tax - Fiduciary - Trust & Estate

• Tax - Trust & Estate

• Trusts and Estates Requirements • Must hold a Juris Doctor degree from an accredited law school

• Must be licensed to practice law in the state or willing to obtain license

• At least one year of experience in the legal field, specifically in estate planning, probate, and trust and estate administration

• Proficient in probate litigation and probate law

• Experience in tax law, specifically fiduciary, trust and estate

• Excellent written and verbal communication skills

• Strong research and report-writing skills

• Ability to handle multiple tasks and meet deadlines

• Good problem-solving and decision-making skills

• Must maintain confidentiality and act in the best interest of clients at all times

• Strong interpersonal skills to effectively interact with clients, staff, and other attorneys

• Proficiency in using legal research software and other computer technology to organize and manage client files.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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