Cross-Border Estate Planning Counselor

7 days ago


Naples, Florida, United States Jobot Full time
Job Opportunity

We are seeking an experienced International Estate Planning Attorney to join our team at Jobot. As a key member of our trusts and estates practice, you will provide high-quality legal advice and support to our clients on matters related to international estate planning.

Responsibilities
  • Advise U.S. clients on structuring estate plan documents to minimize U.S. taxes and coordinate with foreign counsel.
  • Draft U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinate with foreign counsel.
  • Administer estates of U.S. individuals who own foreign assets.
  • Advise foreign clients on structuring investments in the U.S., including the acquisition of real estate.
  • Draft U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinate with foreign counsel.
  • Administer estates of foreign individuals who own U.S. assets.
  • Advise clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
Requirements
  • Partners, Counsel, and Senior Associates are encouraged to apply.
  • Experience in international estate planning and cross-border taxation.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Benefits
  • 401K
  • Medical, Dental, Vision, and Life Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Parental Leave
  • Paid Time Off
  • Eleven Holidays and 2 Floating Holidays
  • Referral Bonus Program


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