Trusts and Estates Legal Associate

2 weeks ago


Naples, Florida, United States Jobot Full time
Position Overview

We are seeking a **Trusts and Estates Legal Associate** to become a vital part of our esteemed Private Clients Group. This role offers an exceptional opportunity to engage with a collaborative and supportive team while gaining hands-on experience in sophisticated estate planning, drafting, and administration.

Key Responsibilities
  • Provide expert legal counsel in the realms of trust and estate planning, administration, and taxation.
  • Draft and review a diverse array of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Administer trusts and estates, overseeing probate proceedings, trust terminations, and distributions.
  • Represent clients in matters before tax authorities and in probate and surrogate court proceedings.
  • Collaborate with tax professionals to create tax-efficient estate plans.
Qualifications

The ideal candidate will possess:

  • A minimum of **3 years of experience** in trusts and estates law.
  • A proven track record in administering trusts and estates.
  • Strong knowledge of federal and state tax laws pertinent to trusts and estates.
Benefits

We offer a comprehensive benefits package that includes:

  • Medical, Dental, Vision, and Life Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Eleven Holidays and 2 Floating Holidays

Stay informed on the latest laws, regulations, and trends in trusts, estates, and taxation to provide the most accurate and effective advice to clients. Build and maintain strong relationships with clients, ensuring a clear understanding of their objectives and consistently exceeding their service expectations.



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