Trusts & Estates Attorney

3 weeks ago

Naples, United States Ascension Global Staffing & Executive Search Full time
Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.Ascension Global Staffing & Executive Search has an opening in our client's Naples office for a Trust and Estates Associate with 4+ years of experience. We’re seeking a candidate that is experienced in the administration of complex estates and trusts, as well as tax and business succession planning for sophisticated and high net-worth clients.

The candidate should have a strong understanding and experience in:

  • Researching, analyzing, and drafting documents for the implementation of estate and gift plans, as well as other gift and transaction documents related to planning structures.
  • Florida Probate Code and Florida Trust Code, along with experience handling probate and trust administrations.
  • Federal transfer tax rules and procedures, including the ability to prepare and review related tax returns (e.g. Federal estate and gift tax returns).
  • Experience planning for family-owned businesses and life insurance structures - ideal, but not required.
  • Charitable planning, including split-interest trusts and private foundations - ideal, but not required.

The candidate must have excellent academic credentials (LL.M. preferred, but not required depending on practice experience), along with strong drafting skills (experience with Interactive Legal Services drafting program is a plus) and strong research, writing, and communication skills. A desire to play a key role in a sophisticated and growing trusts & estates practice and continuously developing the candidate’s technical knowledge is required. Candidates must be admitted to the Florida Bar.

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