Trusts and Estates Attorney

4 days ago


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

Top Tier Reps is seeking a highly skilled trusts and estates counsel to join its Private Client Services department in Boca Raton. This role presents an exceptional opportunity for professional growth and collaboration with a team of experienced trusts and estates partners across multiple locations.

Key Responsibilities
  • Assume significant responsibility for direct client interaction and collaboration on intricate drafting projects.
  • Prepare gift tax returns and estate tax returns, with experience in probate administration a plus.
  • Develop and implement sophisticated drafting, asset protection, and wealth transfer techniques.
  • Collaborate closely with high net worth clients to understand their complex needs and provide tailored solutions.
Qualifications
  • 5-8 years of experience in estate planning and administration.
  • Proficiency in advanced drafting, asset protection, and wealth transfer techniques.
  • Strong organizational, verbal, analytical, writing, and interpersonal skills.
  • Florida bar license required; LLM in estate planning or tax preferred.


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