Trusts and Estates Specialist

4 weeks ago


Boca Raton, Florida, United States Top Tier Reps LLC Full time
Job Overview

Top Tier Reps LLC is seeking a skilled trusts and estates counsel to join its Private Client Services department in Boca Raton. This role offers a unique opportunity for professional growth and collaboration with high net worth clients on complex drafting projects.

Key Responsibilities:

  • Assume significant responsibility, including direct client interaction and collaboration with trusts and estates partners.
  • Prepare sophisticated drafting, asset protection, and wealth transfer techniques for high net worth clients.
  • Experience with gift tax returns and estate tax returns is preferred, as well as probate administration experience.
  • Strong organizational, verbal, analytical, writing, and interpersonal skills are essential.
  • Florida bar license is required, and an LLM in estate planning or tax is preferred.

Requirements:

  • 5-8 years of experience in estate planning and administration.
  • Proficiency in drafting, asset protection, and wealth transfer techniques.

About Top Tier Reps LLC

Top Tier Reps LLC is a leading provider of private client services. Our team of experts is dedicated to delivering exceptional results for our clients.



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