Trusts & Estates Litigation Attorney
We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.
The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm’s tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.
RESPONSIBILITIES
Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
Conduct legal research and analysis, draft pleadings, motions, and briefs.
Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
Prepare for and attend court hearings, mediations, arbitrations, and trials.
Communicate effectively with clients, opposing counsel, and court personnel.
Develop and implement effective case strategies.
Collaborate with partners and other attorneys on complex matters.
Mentor junior attorneys and support staff as needed.
Maintain accurate time records and ensure compliance with billing requirements.
QUALIFICATIONS:
Juris Doctor (J.D.) degree
Active membership in good standing with the California State Bar
Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
Strong understanding of the California Probate Code, related statutes, and case law
Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
Excellent analytical, research, and problem-solving skills
Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
Strong interpersonal skills and a client-focused approach
Experience with trial preparation and courtroom advocacy is highly preferred
A proven track record of successfully resolving complex litigation matters
Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment
OTHER DETAILS
Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
Comprehensive benefits package, including medical, dental, vision, and life insurance.
401(k) plan
Generous paid time off and holidays.
Professional development opportunities
A collegial and supportive work environment.
Opportunity for significant growth and advancement within the firm.
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