Private Client Trusts and Estates Attorney

6 days ago


Boca Raton, Florida, United States Cozen O Connor Full time

Job Summary

Cozen O'Connor's Private Client, Trusts and Estates group is seeking a highly skilled and sophisticated attorney with a minimum of five years of trusts and estates experience to join our team in Boca Raton. The ideal candidate will have experience assisting high net worth clients in areas relating to estate and gift tax planning, wills and trusts, business structuring and succession planning, asset preservation planning, family office structuring and counseling, charitable planning, domestic and international tax planning, and probate and trust administration.

Key Responsibilities

  • Assist high net worth clients in complex planning or administration needs or high-value disputes
  • Develop and implement estate and gift tax plans, wills, and trusts
  • Provide business structuring and succession planning advice
  • Assist with asset preservation planning, family office structuring, and counseling
  • Provide charitable planning and domestic and international tax planning advice
  • Assist with probate and trust administration

Requirements

  • Minimum of five years of trusts and estates experience
  • Florida license in good standing
  • Ability to work directly with clients in complex planning or administration needs or high-value disputes
  • Strong understanding of the tax code, trust and estates laws, and client relations

About Our Firm

Cozen O'Connor's Private Client, Trusts and Estates Group is dedicated to the personal and sophisticated legal needs of high net worth individuals and families. Our attorneys have unparalleled experience and play a critical role in addressing the unique family issues that relate to a successful estate plan. They are legal counsel, but also personal counsel, with the experience to access the cross-disciplinary resources of a full-service law firm or to recognize, where needed, specialized outside resources for high net worth families.



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