Basar Law

We are hiring! We are a boutique estate planning law firm seeking a Legal Administrative Assistant with at least 2 years of law firm experience to assist the attorney in day-to-day operations. Our office is located in Huntington Beach, California.

Responsibilities Include (but are not limited to):

- Preparation and drafting of legal documents (ex. Deeds) and correspondence
- File, e-file and record state and county court documents
- Conducting research and proofreading legal documents
- Meticulously maintain attorney calendars; Schedule meetings, arrange for conference rooms and related logistics for meetings
- Administrative tasks (for example: scanning files, making copies, faxing documents, answering phones, ordering office supplies)
- Organization of files (physical and digital files)
- Tracking and assisting with court deadlines
- Assisting the attorney during client appointments

Specifically Required:

- 2+ years of legal administrative experience
- Exceptional oral and written communication skills
- Must be a CA Notary or willing to become a Notary
- Proficiency in Microsoft Office, G-Drive, Adobe Acrobat DC
- Proficiency in Cloud (for example: Dropbox)
- Excellent proofreading skills
- Exceptional organizational and file management skills
- Deadline and detail-oriented
- Excellent teamwork and collaboration skills
- Self-motivated and positive attitude
- Ability to maintain confidentiality of sensitive information
- Strong willingness to learn and the ability to interpret and follow instructions quickly and efficiently

Preferred Qualifications:

- Experience working in an Estate Planning/Trust Administration/Probate law firm
- Bachelor's degree or equivalent experience
- Proficiency in Spanish, Vietnamese, Korean or Farsi

Role Details:

- Structure: Full Time (8:30am-5:00pm)
- This is an In-Office position located in Huntington Beach


Firm Offers:

- Paid time off
- Paid holidays
- Healthcare Benefits

Please submit resume and salary requirements to [email protected]

planning

Before 2022 ends consider these financial, retirement and tax actions you may need to review. Note, we are not accountants or financial planners but wanted to share this useful information.

1 Review Your Investments to Harvest Losses This Year
If you have investments in a taxable account, you may consider selling off any losers to offset any gains you have made. Selling losses can help reduce your tax liability for the year, if you have any capital gains, and then you can carry forward investment losses to offset capital gains in the future.

Once the year 2022 ends, you can no longer harvest losses to offset against 2022 capital gains.

2 Contribute to a Retirement Account
If you have not yet reached your retirement account contribution limits for the year, you might consider contributing to a retirement account.

Here are the contribution limits for 2022:

401(k), 403(b): $20,500
Traditional and Roth IRAs: $6,000
SIMPLE IRA: $14,000

3 Required minimum distributions (RMD) and qualified charitable distributions (QCD)
If you have a traditional IRA and you (or your parents) are age 73 or older, you (or they) need to take an RMD for 2022 by the end of the year.

You must take RMDs or make a qualified charitable distribution by December 31, 2022, or you’ll pay the 50% penalty. Don’t miss this one.

4 Inherited IRA Required Minimum Distributions
If you inherited an IRA prior to the SECURE Act or if you are an eligible designated beneficiary who inherited in 2020 or 2021, you will need to take an RMD for this year. In addition, if you inherited an IRA this year, and the family member who left you that IRA did not take a required minimum distribution, you’ll need to take a year of death RMD this year, before the end of the year.

5 ROTH IRA Conversion
If you are considering converting to a Roth IRA, now may be a good time to do so, as tax rates are currently low and markets have come down from their previous highs. You will need to act quickly, as the deadline for converting for 2022 is December 31.

The best compliment that you can give a small business is a referral.

We hope that Basar Law has provided you with exceptional service. Please consider referring us to a friend, family member or a neighbor. Also, a 5 star review on Google or Facebook would also be appreciated.

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If you are not yet our client, please consider taking a moment to read our reviews. We offer a complimentary 30 minute phone conversation when you mention seeing this post on Facebook. Set up your appointment today by following this link https://bit.ly/BasarConsultationScheduling or calling our office 714-372-2215.