Business and Real Estate Attorney

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🔥 3 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $145k - $180k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Attorney / Lawyer

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CunninghamLegal

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1994

⚖️ Legal

💸 Finance

⚕️ Healthcare Insurance

Legal • Finance • Healthcare Insurance

CunninghamLegal is a law firm specializing in estate planning, trust administration, and advanced tax planning for high net-worth families in California. With a focus on creating customized living trust plans, they guide clients through the complexities of wealth transfer, probate representation, and asset protection. The firm's knowledgeable attorneys are dedicated to helping clients secure their family's financial futures through comprehensive legal services and educational resources.

📋 Description

• Conduct legal research and analysis on business formations, entity selection, organizational structuring, corporate governance, fiduciary duties, ownership arrangements, succession planning, entity compliance, and tax planning • Support corporate transactions, reorganizations, equity and ownership changes, mergers and acquisitions, and business purchases and sales • Research and help develop asset-protection strategies aligned with business ownership, real estate holdings, liability considerations, and client objectives • Draft and review transactional documents and contracts, including operating agreements, bylaws, shareholder and partnership agreements, buy-sell agreements, service agreements, indemnity agreements, equity incentive arrangements, purchase and sale agreements, and letters of intent • Research and analyze commercial and residential real estate acquisitions, dispositions, ownership structures, financing, leasing, development, and related transactions • Support and increasingly manage real estate due diligence and closings, including title, survey, financing, disclosure, and other transaction requirements • Research and analyze California Proposition 19, property-tax reassessment rules, ownership transfers, and available exclusions • Support the structuring and documentation of Internal Revenue Code Section 1031 exchanges and coordinate with qualified intermediaries, tax advisors, escrow officers, and other transaction professionals • Manage assigned matters, maintain organized client and matter files, track next steps, and record consultations, calls, and correspondence • Communicate directly and professionally with clients by phone, email, video, and in person • Collaborate with the department head, attorneys, and staff while managing multiple client matters under supervision • Progress toward independently conducting client appointments and consultations and potentially becoming a future in-person lead attorney

🎯 Requirements

• Active membership in good standing with the State Bar of California • Two to five years of experience as a business, corporate, and/or real estate transactional attorney • Substantial experience conducting legal research and analysis, drafting contracts and transaction documents, supporting negotiations and closings, and communicating professionally with clients • Working knowledge of federal and California tax considerations affecting entity formation, corporate transactions, real estate ownership and transfers, asset-protection planning, California Proposition 19, and Section 1031 exchanges • Excellent written and oral communication, client service, meeting etiquette, and interpersonal skills • Strong legal research, analytical, problem-solving, drafting, organizational, proofreading, and time-management skills • Ability to prioritize multiple matters, work effectively under the department head’s supervision, take ownership of assignments, and meet strict deadlines • Proficiency with office technology and case/task-management systems • Estate planning knowledge and/or business litigation experience is preferred but not required • Ambitious, receptive to supervision and feedback, and motivated to progress toward an independent, client-facing role

🏖️ Benefits

• Matching 401(k) • Health benefits • Vision benefits • Dental benefits • Bonus opportunity • Origination bonus

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