Trusts & Estates Specialist

2 weeks ago


Naples, Florida, United States Jobot Full time
Job Overview

We are seeking a skilled Trusts & Estates Associate to join our dynamic team. As a key member of our Private Clients Group, you will provide expert legal advice and services to high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.

Key Responsibilities
  • Provide comprehensive legal services to clients, including trust and estate planning, administration, and taxation.
  • Draft and review a wide variety of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Administer trusts and estates, including probate proceedings, trust terminations, and distributions.
  • Represent clients before tax authorities and in probate and surrogate court proceedings.
  • Collaborate with tax professionals to develop tax-efficient estate plans.
  • Stay updated with the latest laws, regulations, and trends in trusts, estates, and taxation to provide the most accurate advice to clients.
  • Build and maintain strong relationships with clients, demonstrating a clear understanding of their objectives, and exceeding their service expectations.
Requirements
  • Juris Doctor (JD) degree from an accredited law school.
  • LLM in Taxation is preferred but not required.
  • Admission to the Bar of Florida.
  • Minimum of 3 years of experience in trusts and estates law.
  • Proven track record in administering trusts and estates.
  • Strong knowledge of federal and state tax laws related to trusts and estates.
  • Exceptional analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • High level of professionalism and a commitment to client service.


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