Trusts & Estates Specialist
2 weeks ago
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.
- 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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Trusts and Estates Specialist
6 days ago
Naples, Florida, United States Garcia Legal Search, LLC Full timeJob Title: Trusts and Estates SpecialistGarcia Legal Search, LLC is seeking a Trusts and Estates Specialist with a minimum of 7-10 years of experience in trusts and estates law. The successful candidate will have a deep understanding of estate planning, trust administration, and probate matters. Florida Bar membership is required.Key Responsibilities:Develop...
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Trusts & Estates Specialist
3 weeks ago
Naples, Florida, United States Jobot Full timeJob Title: Trusts & Estates AssociateAre you passionate about the intricacies of trusts, estates, and taxation? Do you have a knack for navigating complex estate planning? We are seeking a seasoned Trusts & Estates Associate to join our dynamic team.Job Summary:As a Trusts & Estates Associate, you will provide comprehensive legal services to our clients,...
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Trusts & Estates Specialist
4 weeks ago
Naples, Florida, United States Jobot Full timeJob Title: Trusts & Estates AssociateAre you passionate about the intricacies of trusts, estates, and taxation? Do you have a knack for navigating complex estate planning? We are seeking a seasoned Trusts & Estates Associate to join our dynamic team.Job Summary:As a Trusts & Estates Associate, you will provide comprehensive legal services to our clients,...
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Trusts & Estates Specialist
2 weeks ago
Naples, Florida, United States Jobot Full timeJob SummaryWe are seeking a skilled Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will provide comprehensive legal services to our clients, including trust and estate planning, administration, and taxation.Responsibilities Provide expert legal advice in trust and estate planning,...
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Trusts & Estates Specialist
2 weeks ago
Naples, Florida, United States Jobot Full timeJob OverviewWe are seeking a skilled Trusts & Estates Associate to join our Private Clients Group. This is an exceptional opportunity to gain direct experience with sophisticated estate planning, drafting, and administration.Key Responsibilities:Provide expert legal advice in trust and estate planning, administration, and taxation.Draft and review estate...
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Trusts & Estates Specialist
4 weeks ago
Naples, Florida, United States Jobot Full timeJob OpportunityWe are seeking a highly skilled Trusts & Estates Associate to join our Private Clients Group. This is an exceptional opportunity to gain direct experience with sophisticated estate planning, drafting, and administration.Key Responsibilities:Providing expert legal advice in trust and estate planning, administration, and taxation.Drafting and...
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Trusts & Estates Specialist
3 weeks ago
Naples, Florida, United States Jobot Full timeJob OpportunityWe are seeking a highly skilled Trusts & Estates Associate to join our Private Clients Group. This is an exceptional opportunity to gain direct experience with sophisticated estate planning, drafting, and administration.About the RoleProvide expert legal advice in trust and estate planning, administration, and taxation.Draft and review estate...
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Trusts & Estates Specialist
1 month ago
Naples, Florida, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will provide comprehensive legal services to our clients, including trust and estate planning, administration, and taxation.ResponsibilitiesProvide expert legal advice in trust and estate planning,...
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Senior Paralegal
2 weeks ago
Naples, Florida, United States WALTON ENTERPRISES & WALTON FAMILY FOUNDATION Full timeSenior Paralegal - Trust & Estates SpecialistRiver Bend Administration, LLC is seeking a dedicated and detail-oriented Paralegal with significant trusts and estates experience to join the team.About the PositionThe successful candidate will directly and substantially support River Bend's trust administration and estate planning...
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Trusts & Estates Attorney
6 days ago
Naples, Florida, United States Jobot Full timeExceptional Opportunity in Trusts and EstatesOur client seeks a seasoned Trusts & Estates Associate to join their Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and to gain direct experience with sophisticated estate planning, drafting and administration. Additionally, you will gain experience...
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Trusts and Estates Attorney
2 weeks ago
Naples, Florida, United States Garcia Legal Search, LLC Full timeTrusts and Estates Attorney OpportunityGarcia Legal Search, LLC is seeking a seasoned Trusts and Estates Attorney to join our team. The ideal candidate will have a strong background in estate planning, trust administration, and probate matters.Key Responsibilities:Develop and implement estate plans for clientsAdminister trusts and estates in accordance with...
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Trusts and Estates Associate
6 days ago
Naples, Florida, United States Jobot Full timeTrusts and Estates Associate OpportunityWe are seeking a seasoned Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will provide comprehensive legal services to our clients, including trust and estate planning, administration, and taxation.Key Responsibilities:Drafting and reviewing estate...
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Trusts & Estates Associate
6 days ago
Naples, Florida, United States Jobot Full timeJob DetailsWe are seeking a seasoned Trusts & Estates Associate to join our dynamic team. This role is not for the faint-hearted but for a professional who thrives in a challenging environment, is detail-oriented, and is ready to make a significant impact on our clients' lives.Responsibilities:Providing expert legal advice in the areas of trust and estate...
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Trust and Estate Attorney
2 weeks ago
Naples, Florida, United States De Novo Review Inc Full timeTrust and Estate Attorney OpportunityDe Novo Review Inc is seeking a talented Trust and Estate Attorney to join their esteemed Trust, Estate & Wealth Preservation group. This is a full-time, onsite position at the firm's Naples, FL office.Key Responsibilities:Manage a portfolio of clients with taxable estates, including multi-generational wealth transfer...
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Trusts & Estates Attorney
2 months ago
Naples, Florida, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Trusts & Estates Associate to join our dynamic team at Jobot. As a key member of our Private Clients Group, you will have the opportunity to work with high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.ResponsibilitiesProvide expert legal...
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Trusts and Estates Attorney
1 month ago
Naples, Florida, United States Ascension Global Staffing & Executive Search Full timeJob OpportunityAscension Global Staffing & Executive Search is a leading national recruiting firm dedicated to identifying top talent. We are seeking a mid-senior level Trusts & Estates Attorney to join our client's expanding team in Naples, FL.Key ResponsibilitiesDevelop and implement estate planning strategies for individuals and familiesProvide expert...
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Trust and Estate Planning Litigation Associate
2 weeks ago
Naples, Florida, United States Roetzel and Andress Full timeTrust and Estate Planning Litigation AssociateRoetzel & Andress is seeking an experienced associate attorney to join our team in trust and estate planning, administration, and litigation. Our ideal candidate will have a strong background in drafting trust and estate documents, managing estate and trust administrations, and working on complex disputed estate,...
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Trusts and Estates Attorney
4 weeks ago
Naples, Florida, United States LHH Full timeJoin Our Private Wealth Management TeamWe are seeking a highly skilled Trusts and Estates Attorney to join our Private Wealth Management Group in Florida. As a key member of our team, you will work closely with our clients to provide expert advice on complex estate planning and administration matters.Key Responsibilities:Manage ultra high-net-worth...
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Trust and Estate Planning Litigation Attorney
2 weeks ago
Naples, Florida, United States Roetzel & Andress Full timeJob OpportunityRoetzel & Andress is seeking a highly skilled attorney to join our team as a Trust and Estate Planning Litigation Associate. The ideal candidate will have experience in drafting trust and estate documents, managing estate and trust administrations, and working on disputed estate, trust, and guardianship cases.We offer a dynamic work...
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Senior Trusts and Estates Attorney
2 months ago
Naples, Florida, United States Jobot Full timeAbout the Role:Jobot is seeking an experienced Associate Attorney (Trusts & Estates) to join their team in a dynamic and growing law firm. As a key member of the team, you will be responsible for providing expert legal advice and services to clients with complex estate planning needs.Key Responsibilities:Provide expert legal advice and services to clients...