It is of paramount importance to California small business proprietors in Rocklin and Roseville to guarantee the longevity and ongoing prosperity of their enterprises. Nevertheless, the significance of business succession planning is frequently disregarded by entrepreneurs. Not only does a well-designed succession plan ensure the business’s future, but it also establishes a clear roadmap for a seamless transition of leadership when the time comes. It is essential to have a comprehensive business succession plan in place to ensure the legacy of a small business is preserved, regardless of whether it is due to retirement, unexpected illness, divorce, or other circumstances.
In this article, we will examine the essential elements of business succession planning for small businesses, address common obstacles, and provide solutions to facilitate a smooth transition. Furthermore, we will provide a real-world example of how a small business was significantly impacted by deliberate succession planning.
The Significance of Business Succession Planning
The process of business succession planning involves the identification and cultivation of new leaders who will assume responsibility for the organization’s operations upon the retirement of the current proprietors or managers. This planning is indispensable for the preservation of the company’s value over time, the protection of stakeholders’ interests, and the maintenance of stability for small businesses in Rocklin and Roseville. A small business may experience financial loss, disruptions, or even closure if a key leader departs without a succession plan.
Several critical areas are addressed by a well-executed succession plan:
1. Continuity of Leadership
The seamless transition of leadership is ensured by succession planning, which minimizes disruptions to daily operations. Small businesses can guarantee that their new leaders are adequately equipped to assume responsibility by promptly identifying potential successors and offering them the requisite training and experience.
2. Maintenance of Business Value
The value of a small business can be adversely affected by an abrupt change in leadership, which can result in instability and uncertainty. By ensuring that investor and customer confidence is preserved during transitions, a succession plan contributes to the preservation of business value.
3. Protection of Stakeholder Interests
The interests of all stakeholders, including employees, customers, and investors, are safeguarded through business succession planning. It reduces the likelihood of conflicts or disputes among stakeholders and offers a clear understanding of the business’s future direction.
4. Efficiency in Taxation
In addition, tax advantages may be offered by an appropriately structured succession plan. Rocklin and Roseville small business owners can benefit from tax strategies that reduce the tax burden on their estate and guarantee that a greater portion of the business’s value is transferred to the next generation by planning ahead.
5. Managing Family Dynamics
Family dynamics can complicate succession planning in family-owned businesses. Deciding which family member should assume responsibility can result in disputes, particularly when certain members feel marginalized or undervalued. To prevent potential rifts, succession planning must be approached with sensitivity and explicit communication.
Strategies for Efficient Business Succession Planning
The following solutions should be considered by small businesses in Rocklin and Roseville to surmount these challenges and ensure a successful transition:
1. Create a Comprehensive Succession Plan
A succession plan that is exhaustive should cover all aspects of the transition, such as leadership development, ownership transfer, tax considerations, and contingency planning. This plan should be customized to meet the unique requirements and objectives of the business, and it should be reviewed and updated on a regular basis.
2. Early Identification and Development of Potential Successors
It is imperative to identify potential successors at the outset of the process and to initiate their development as future leaders. This may entail offering them mentorship, training, and opportunities to acquire experience in various business sectors. Small businesses can guarantee that they are prepared to assume leadership positions when the time comes by preparing their successors in advance.
3. Ensure that all stakeholders are communicated with in a clear and concise manner
Successful succession planning necessitates transparent communication. All stakeholders, including family members, employees, and investors, should be informed of the plans and expectations of business proprietors. This transparency is instrumental in fostering trust and guaranteeing that all parties are in agreement.
4. Utilize Legal and Financial Instruments to Ease the Transition
A smooth transition can be facilitated by the use of a variety of legal and financial instruments. These may encompass buy-sell agreements, which delineate the conditions for ownership transfer, and trusts, which can be employed to facilitate the transfer of assets in a tax-efficient fashion. It is imperative to collaborate with seasoned financial advisors and attorneys to guarantee that these instruments are implemented efficiently.
5. Prepare for Unforeseen Circumstance
Contingency plans for unforeseen events, such as the owner’s sudden mortality or incapacity, should also be included in succession planning. The business can maintain its operations without interruption, even in the event of unforeseen obstacles, by having a well-defined strategy for these scenarios.
Real-Life Example: The Impact of Succession Planning on the Survival of a Small Business
Consider the example of Martin Family Hardware, a Roseville-based family-owned business. Tom Martin established the organization after building it from the ground up over a period of three decades. Tom came to the realization that he required a strategy to guarantee the business’s ongoing prosperity as he approached retirement. Nevertheless, he encountered numerous obstacles: his son, who had been actively engaged in the business for many years, expressed interest in assuming the reins, while his daughter, who had pursued a different career, also desired a position within the organization.
Tom collaborated with an attorney specializing in business succession planning to devise a strategy that addressed these obstacles. They established a buy-sell agreement that enabled Tom’s son to acquire the business through a progressive process, utilizing the company’s profits to finance the acquisition. The plan also included a trust for Tom’s daughter, which granted her a financial interest in the business without necessitating that she assume a management role.
Tom progressively transferred control to his son over the course of the subsequent years, as he had been adequately equipped through mentorship and training. The business continued to prosper under the new leadership, and the transition was seamless. Tom was able to retire with the assurance that his legacy was secure, and the family avoided conflicts.
Conclusion
The long-term success of small businesses in Rocklin and Roseville is dependent upon the implementation of business succession planning. Small business owners can guarantee the continued success of their organizations for future generations by confronting the obstacles of ownership transfer, leadership transition, and financial implications. Not only does a well-crafted succession plan ensure the business’s future, but it also offers the owner peace of mind and safeguards all stakeholders.
Filippi Law Firm, P.C., is a firm that specializes in assisting small business owner in Rocklin and Roseville in the development and execution of effective succession plans. Our attorneys are here to provide you with the necessary guidance throughout the process, guaranteeing that your business’s future is in the hands of competent individuals. Please reach out to us today to obtain additional information regarding our business succession planning services.
The Firm:
The Filippi Law Firm, P.C. is a boutique law firm in Rocklin, CA with practice areas focused on estate planning, estate administration, estate litigation, real estate/land use, and small business law.
We believe our team and our clients are equally important. To that end, we strive to promote a healthy and flexible environment centered around the teamwork of our professionals. Our clients have become accustomed to a high level of personalized representation where their experience far exceeds their expectations. As of August 2024, we are the #1 Google rated law firm in Rocklin (according to 5-star Google reviews).
The Position:
We are currently seeking a part-time a Legal Assistant to join our growing team to support three attorneys and a paralegal.
The position will require you to communicate with clients and others, answer phones, maintain and update firm databases, draft and file legal documents, record deeds and affidavits, and other administrative duties as needed. The position is an in-office, non-remote, and part-time. Hours will be Monday-Friday 12:30pm to 5:30pm. (Note: Flexibility in the hours is available depending on the needs of the Firm.)
Compensation:
Compensation will range from $19 to $21 per hour and will depend upon experience. Benefits include paid time off, bonus opportunities, and a 3% employer-matched 401k plan.
Qualifications:
You must be a team player, able to work independently, and possess excellent social and communication skills. At least one-year of recent (within the last three years) verifiable legal assistant experience, preferably in a probate and trust administration law firm, and MS Office proficiency is required. In addition, you should have familiarity with and the ability to complete judicial council forms for probate and estate matters.
Applicants not meeting these requirements will not proceed in the hiring process beyond the initial resume review.
To Apply:
Interested candidates should email (jobs@filippilaw.com) their resume/CV and cover letter detailing your expected compensation, why you are interested in the position and why you believe you would be a good fit with the firm.
Filippi Law Firm, P.C. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Filippi Law Firm, P.C. makes hiring decisions based solely on qualifications, merit, and business needs at the time.
In contemporary society, blended families are becoming more prevalent, in which one or both spouses have offspring from previous relationships. Blending families can be a source of happiness and new beginnings; however, it also presents distinctive obstacles, particularly in the realm of estate planning. To guarantee that all loved ones are cared for in accordance with your wishes and that potential conflicts are minimized, estate planning is essential for blended families in Rocklin.
This article will examine the primary estate planning considerations for blended families, offering solutions to common issues and providing a real-life example of how deliberate estate planning made a substantial impact. Additionally, we will emphasize the significance of proactive planning in the Rocklin community by optimizing the discussion for residents.
The Intricacies of Estate Planning for Blended Families
Multiple layers of relationships, each with its own set of expectations and potential concerns, are frequently present in blended families. These complexities can result in unintended consequences if an estate plan is not well-structured, such as the disinheritance of children from previous marriages, conflicts between step-siblings, or disputes over asset distribution.
Common obstacles encountered by blended families in estate planning include:
1. Guaranteeing Equitable Asset Distribution
The equitable distribution of assets among the surviving spouse, stepchildren, and biological children is a primary concern in blended families. In numerous instances, spouses may wish to guarantee that their biological children receive a specific percentage of their estate, while also providing for their current spouse.
2. Safeguarding the Interests of the Surviving Spouse
In certain circumstances, a spouse may be concerned that their children from a previous marriage will be disinherited if they outlive their current spouse. In contrast, the surviving spouse may be concerned about being left without adequate resources if the deceased spouse’s assets are predominantly allocated to their biological children.
3. Reducing Family Conflicts
Estate planning for blended families can be a complex process that necessitates the careful consideration of the requirements and expectations of multiple parties. The absence of explicit instructions may result in family members engaging in disputes, which can result in costly legal battles and disrupted relationships.
4. Addressing Legal and Tax Issues
Blended families may encounter additional legal and tax obstacles, particularly in terms of guaranteeing that all beneficiaries are treated fairly. For instance, the utilization of specific trusts can ensure that the surviving spouse is adequately supported while simultaneously safeguarding the assets of the deceased spouse’s children.
Estate Planning Strategies for Blended Families
In light of these relationship intricacies, it is imperative to collaborate with an estate planning attorney who is well-versed in the unique requirements of blended families. The challenges previously mentioned can be effectively addressed through the implementation of the following strategies:
1. Develop a Comprehensive Estate Plan
A comprehensive estate plan is an absolute necessity for blended families in Rocklin. This strategy should encompass a Last Will and Testament, powers of attorney, healthcare directives, and, in numerous instances, trusts. These documents guarantee that your intentions are legally enforceable and explicitly stated.
2. Create a Revocable Living Trust
A Revocable Living Trust can be an exceptional resource for blended families. It enables you to oversee your assets during your lifetime and offers explicit instructions for their distribution following your death. A living trust offers a substantial advantage in that it prevents probate, which guarantees a more efficient and cost effective transfer of assets to your beneficiaries.
For instance, you may establish the trust to ensure that your surviving spouse is provided for during their lifetime, with the remaining assets being transferred to your biological children following your spouse’s passing. This method assists in maintaining a balance between the interests of the surviving spouse and the offspring of a previous marriage.
3. Employ Qualified Terminable Interest Property (QTIP) Trusts
A QTIP trust is specifically intended to meet the requirements of blended families. This form of trust enables you to provide for your surviving spouse while simultaneously safeguarding the remaining portion of the estate for your children. The trust provides income to the surviving spouse during their lifetime, and the remaining assets are transferred to the designated beneficiaries, frequently the offspring of a previous marriage, upon their death.
A QTIP trust can be employed to safeguard the inheritance of your biological children while also ensuring that your spouse is taken care of, thereby reducing the likelihood of family conflicts.
4. Life insurance may serve as an alternative.
Life insurance can be a beneficial asset in the estate planning of blended families. For instance, you could allocate certain assets, such as real estate or investments, to your children from a previous marriage, while utilizing a life insurance policy to support your current spouse. This method guarantees that the estate’s primary assets are not depleted, and both parties receive financial assistance.
5. Conduct routine updates to your estate plan.
The circumstances of blended families are dynamic, just as life is. It is essential to conduct regular reviews and updates to your estate plan to guarantee that it remains in accordance with your current family situation and desires. A review of your estate plan should be initiated in response to changes such as the birth of additional children, remarriage, or the acquisition of substantial assets.
Real-Life Example: The Benefits of Estate Planning for a Blended Family
Consider the situation of John and Mary, a blended family that resides in Rocklin. Mary had one child from her previous relationship, while John had two children from a previous marriage. John and Mary were apprehensive about the equitable distribution of their assets among their offspring and the financial security of the surviving spouse when they married.
Working with an experienced estate planning attorney, John and Mary established a Revocable Living Trust and a QTIP trust. The living trust provided specific instructions for the division of their shared assets among their respective offspring. The purpose of the QTIP trust was to ensure that the surviving spouse would not be financially vulnerable, while simultaneously preserving the remaining assets for the children. This was achieved by providing income to the surviving spouse.
Regrettably, John passed away several years later. Mary was able to maintain a comfortable lifestyle with the assistance of the income from the QTIP trust as a result of their meticulous planning. The trust’s instructions were followed to distribute the remaining assets to John’s offspring following Mary’s death. This estate plan was meticulously thought out to prevent potential conflicts, ensure the well-being of all family members, and ensure that John and Mary’s wishes were executed.
Conclusion
Careful consideration and expert guidance are necessary for estate planning in Rocklin for blended families. A comprehensive approach that addresses the requirements of all involved is necessary due to the unique dynamics of blended families. A plan that ensures the respect of your wishes, minimizes conflicts, and provides for your loved ones can be established by utilizing instruments such as life insurance, QTIP trusts, and Revocable Living Trusts.
At Filippi Law Firm, P.C., we comprehend the intricacies encountered by blended families and are available to assist you in navigating the estate planning process. Our objective is to offer you the assurance that your family’s future is secure. Contact us today to arrange a consultation if you reside in Rocklin and require assistance with estate planning.
Estate planning is a critical process for all individuals, but it is especially important when confronted with a terminal illness. It is imperative to ensure that one’s legal and financial affairs are in order, despite the overpowering emotional and psychological toll of such a diagnosis. Comprehensive estate planning can offer residents of Rocklin, Roseville, and Granite Bay the assurance that their wishes will be honored and their loved ones will be cared for after their passing.
This article will investigate the primary elements of estate planning for individuals with terminal illnesses, with an emphasis on the advantages of having a well-organized plan, legal considerations, and essential steps.
Understanding the Significance of Estate Planning
Estate planning is the process of determining the distribution of your assets after your death, the management of your affairs in the event of your incapacity, and the fulfillment of your medical care preferences. Time is of the essence for individuals with a terminal illness, and a well-defined plan can alleviate the stress on loved ones during an already challenging period.
It is not uncommon for individuals in the communities of Rocklin, Roseville, and Granite Bay to have amassed substantial assets, such as real estate, investments, and business interests. Estate planning guarantees that these assets are distributed in accordance with your preferences, thereby minimizing the likelihood of disputes among successors and reducing the tax burden on your estate.
The following are the primary components of estate planning for terminal illness:
1. Last Will and Testament
The foundation of any estate plan is a Last Will and Testament. It enables you to designate beneficiaries for your assets, appoint an executor to manage your estate, and specify guardians for any minor children. It is essential for individuals who are afflicted with a terminal illness to review and revise their will to account for any alterations in their circumstances, such as the acquisition of new assets or changes in family dynamics.
The testator (the individual who is making the will) must sign the will in writing, and at least two individuals who are not beneficiaries of the will must witness it in California1, which includes Rocklin, Roseville, and Granite Bay. In the absence of a will, California’s intestacy laws will govern the distribution of your estate, which may not be consistent with your intentions.
2. Advance Healthcare Directive
In the event that you become incapacitated, an Advance Healthcare Directive enables you to designate a healthcare agent to make medical decisions on your behalf. It also allows you to indicate your preferences for end-of-life care, such as whether you prefer hospice care or life-sustaining treatment.
It is imperative to have an Advance Healthcare Directive due to the character of a terminal illness. It ensures that your medical care is consistent with your values and alleviates your loved ones from the burden of making challenging decisions during a period of emotional distress.
3. Durable Power of Attorney
A Durable Power of Attorney enables you to appoint an individual to oversee your financial affairs in the event that you are unable to do so yourself. This may encompass the management of investments, the payment of invoices, and the execution of real estate transactions.
A Durable Power of Attorney is especially crucial in Rocklin, Roseville, and Granite Bay if you have intricate financial assets, such as multiple properties or business interests. In the absence of it, your family may be compelled to engage in a protracted and expensive legal process to regain control over your financial affairs.
4. Revocable Living Trust
A Revocable Living Trust is a commonly used estate planning instrument in California, including Rocklin, Roseville, and Granite Bay, as a result of its flexibility and advantages. A living trust enables you to transfer ownership of your assets to the trust, with yourself serving as the trustee. During your lifetime, you may continue to oversee the assets. Upon your passing, the successor trustee you designate will distribute the assets in accordance with your instructions.
The avoidance of probate, a long and costly procedure, is one of the primary advantages of a living trust. This means that your heirs can access their inheritance more swiftly, and the details of your estate remain private, which is beneficial for individuals with terminal illnesses.
5. Designations of Beneficiaries
Regardless of the provisions of your will, certain assets, including life insurance policies, retirement accounts, and payable-on-death (POD) bank accounts, are transferred directly to the beneficiaries you have designated. It is crucial to evaluate and revise these designations to guarantee that they accurately represent your current intentions.
For instance, it may be beneficial to revise your beneficiary designations to include your new spouse or children if you have recently remarried or had children. Failure to do so could lead to unintended beneficiaries receiving these assets.
6. Planning for Estate Taxes
Although California does not have a state estate tax, federal estate taxes may be imposed if the value of your estate exceeds the federal exemption limit, which is $13.61 million per individual in 20242. Proper tax planning can alleviate the tax burden on your descendants for residents of Rocklin, Roseville, and Granite Bay who possess substantial estates.
Strategies may involve the establishment of irrevocable trusts, the reduction of the size of your taxable estate through lifetime gifts, or the utilization of charitable giving options. It is imperative to consult with an estate planning attorney who is well-versed in the intricacies of federal and California tax laws in order to effectively implement these strategies.
7. Instructions for Funeral and Burial
Although it may be challenging to contemplate, leaving your loved ones with explicit instructions regarding your funeral and burial can alleviate additional tension during their time of mourning. These instructions may be incorporated into your will or a distinct document that specifies your preferences.
Consider indicating your preference for a traditional burial or cremation, any religious or cultural traditions you wish to observe, and the manner in which you would like your funeral service to be conducted. By informing your loved ones of these specifics beforehand, you can guarantee that your intentions are acknowledged and honored.
The Function of an Estate Planning Attorney
It is essential to collaborate with an experienced estate planning attorney, particularly when addressing the intricacies of planning for a terminal illness. An attorney can assist you in navigating the legal requirements of California, ensuring that your documents are drafted and executed correctly, and providing guidance on more intricate issues, such as trust administration and tax planning.
The Filippi Law Firm, P.C. provides estate planning services that are customized to the specific needs of residents of Rocklin, Roseville, and Granite Bay. Our objective is to ensure that your estate plan is in accordance with your desires and safeguards your loved ones, thereby granting you a sense of tranquility.
Conclusion
Estate planning is an essential step for individuals who are diagnosed with a terminal illness. By dedicating the necessary time to the development of a comprehensive plan, you can guarantee that your wishes are fulfilled, your loved ones are taken care of, and your legacy is preserved. Working with an experienced estate planning attorney can be instrumental in attaining these objectives for individuals residing in Rocklin, Roseville, and Granite Bay.
Please do not hesitate to reach out to the Filippi Law Firm, P.C. if you have any inquiries or would like to discuss your estate planning requirements. Compassion and expertise are the qualities that our experienced attorneys possess, and they are available to assist you during this difficult period.
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References:
1. California Probate Code §6110 – Execution and Revocation of Wills.
2. 2024 IRS, Estate, and Gift Tax FAQs.
Introduction to The After-Acquired Title Doctrine
The After-Acquired Title Doctrine is a legal principle that frequently occurs in California estate planning, despite the fact that it is relatively unknown. This principle is very important in real estate transactions and can significantly influence the manner in which property is transferred, particularly with estate planning.
At Filippi Law Firm, P.C., we are committed to providing our clients with the information necessary to make informed decisions about their estates. The After-Acquired Title Doctrine, its implications, and the importance of understanding it for effective estate planning, will be explored in this article.
What is the After-Acquired Title Doctrine?
The After-Acquired Title Doctrine is a legal principle that is applicable to real estate transactions. In essence, it requires that title automatically vests to the grantee of a deed when a person purports to convey an interest in real property that they do not own at the time of the conveyance but subsequently acquires an interest. This doctrine is founded on the principles of equity and fairness, which prevent the grantor from unduly benefiting from a future acquisition of title when they have already sold or transferred the interest to another party.
What is the operation of the After-Acquired Title Doctrine?
The following example illustrates the operation of the After-Acquired Title Doctrine. Suppose John, under the impression that he owns a piece of property, transfers it to Sarah. John didn’t own the property at the time of the transfer, which was concealed from both parties. Thereafter, John legally obtains title to the property’s. However, under the After-Acquired Title Doctrine, title to the property automatically vests in Sarah, the grantee under the previous John-Sarah deed. This is even though John did not own the property at the time he attempted to convey it.
This doctrine assures the grantee of a deed receives the full benefit of the agreement they engaged in, thereby preventing the grantor from exploiting the situation after acquiring the title.
Basis for the Doctrine: Historical and Legal
The After-Acquired Title Doctrine has its origins in common law, which dates back centuries. The doctrine is codified in California under Civil Code Section 1106, which states that “where a person purports to grant real property in fee simple by proper instrument and subsequently acquires any title or claim to such property, the estate which such person thereafter acquires passes by operation of law to the grantee, or his successors.”
This common law doctrine is firmly established in California by this statute, rendering it a critical factor in all real estate transactions, including those that involve estate planning.
Implications of the After-Acquired Title Doctrine in Estate Planning
It is crucial for estate planners to understand the After-Acquired Title Doctrine when dealing with the conveyance of real property. The reason for this is as follows:
1. Guaranteeing Clear Title: It is essential to verify that the grantor owns the interest being conveyed in the property and that the status of title is clear when drafting wills, trusts, or deeds. If the grantor subsequently acquires title to the property, the After-Acquired Title Doctrine provides a protection to the grantee, in that they are to receive the interest in the property. However, this can create complications if the grantor’s estate plan did not anticipate this possibility.
2. Preventing Legal Disputes: A conveyance of real property to heirs or beneficiaries of an estate is frequently an important component of a comprehensive estate plan. If a grantor attempts to transfer a property that they do not yet own, disputes may arise among the beneficiaries if the title is later acquired. The After-Acquired Title Doctrine should be properly accounted for to prevent these disputes by ensuring the grantor’s intention is fulfilled.
3. Effect on Trusts: The After-Acquired Title Doctrine will influence the management of property in the context of trusts, particularly revocable living trusts. If done correctly, property can still pass to the beneficiaries of the trust if a settlor identifies it in a trust with the belief that they own it, but they later acquire the title to it. It is important that trust documents reflect any after-acquired titles and that estate planners remain vigilant in monitoring property acquisitions.
4. Tax Consequences: The doctrine may also have some tax implications. Property taxes, estate taxes, and capital gains taxes must be accounted for when a property’s title is transferred under the After-Acquired Title Doctrine. When formulating estate plans that involve real property, estate planners should take these prospective tax implications into account.
Practical Procedures for Estate Planners
Considering the potential complexities introduced by the After-Acquired Title Doctrine, estate planners should take proactive measures to resolve these issues in their practice:
• Carry out comprehensive title searches: Conduct a thorough title search to guarantee that the grantor has a clear title to the property prior to incorporating it into an estate plan. This step can prevent future problems and ensure the After-Acquired Title Doctrine does not bring about unintended consequences.
• Incorporate Particular Provisions into Estate Planning Documents: If a grantor subsequently acquires title to a property they attempted to convey, estate planning documents, such as wills and trusts, should include specific provisions that address the matter. This can prevent legal disputes among beneficiaries and heirs by providing clarity.
• Continuously revise estate plans: Your estate plan should be updated when major life events occur, such as property acquisitions, sales, or changes in ownership. Keeping your estate planning documents up to date ensures they accurately reflect your wishes and the current status of your property.
• Consult with real estate professionals: Because of these complicated legal situations, consulting with a estate planning or real estate attorney can offer helpful insights and ensure you estate plan is legally solid.
Conclusion
The After-Acquired Title Doctrine is a important legal doctrine that guarantees equity in real estate transactions, particularly in the context of estate planning.
At Filippi Law Firm, P.C., we are dedicated to assisting our clients in navigating the intricacies of estate planning in California. By understanding the implications of the After-Acquired Title Doctrine, you can more effectively safeguard your estate and guarantee that your wishes are executed as intended.
Contact Filippi Law Firm, P.C. today if you require assistance with your estate plan or have inquiries regarding the After-Acquired Title Doctrine. We are a team of seasoned estate planning attorneys in Rocklin, CA who are dedicated to assisting you in the development of a comprehensive estate plan that is tailored to your individual requirements and objectives.
The Firm:
The Filippi Law Firm, P.C. is a boutique law firm in Rocklin, CA with practice areas focused on estate planning, estate administration, estate litigation, real estate/land use, and small business law.
We believe our team and our clients are equally important. To that end, we strive to promote a healthy and flexible environment centered around the teamwork of our professionals. Our clients have become accustomed to a high level of personalized representation where their experience far exceeds their expectations. As of August 2024, we are the #1 Google rated law firm in Rocklin (according to 5-star Google reviews).
The Position:
We are currently seeking a part-time Administrative Assistants to join our growing team to support three attorneys and a paralegal. This role will also support a property management sister-company as well.
The position will require you to communicate with clients and others, maintain and update firm databases, draft documents, answer phones, file documents, and other administrative duties as needed. The position is an in-office, non-remote, and part-time. Hours will be Monday-Friday 1:30pm to 5:30pm. (Note: Flexibility in the hours is available depending on the needs of the Firm.)
Compensation:
Compensation will range from $17 to $19 per hour and will depend upon experience. Benefits include paid time off, bonus opportunities, and a 3% employer-matched 401k plan.
Qualifications:
You must be a team player, able to work independently, and possess excellent social and communication skills. At least one-year verifiable administrative assistant experience, preferably in a law office, and MS Office proficiency is required.
To Apply:
Interested candidates should email (jobs@filippilaw.com) their resume/CV and cover letter detailing your expected compensation, why you are interested in the position and why you believe you would be a good fit with the firm.
Filippi Law Firm, P.C. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Filippi Law Firm, P.C. makes hiring decisions based solely on qualifications, merit, and business needs at the time.
