Estate Planning Attorney

1 week ago

Naples, Florida, United States Jobot Full time
Become a key player in a leading trusts and estates practice in the United States
This opportunity is hosted by Jobot.
About the Role: We are seeking a skilled Trusts & Estates Associate to enhance our Private Clients Group. This position offers a remarkable chance to work within a collaborative and supportive environment, gaining hands-on experience in sophisticated estate planning, drafting, and administration. You will engage directly with high net worth individuals, families, family offices, closely held businesses, and national charities.
Why Consider This Opportunity?
  • 401K Plan
  • Comprehensive Medical, Dental, Vision, and Life Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Parental Leave
  • Generous Paid Time Off
  • Eleven Holidays and Two Floating Holidays
  • Referral Bonus Program
Position Details:
Are you enthusiastic about the legal complexities surrounding trusts, estates, and taxation? If you excel in navigating the intricacies of estate planning, this role is tailored for you. We are looking for a dedicated Permanent Trusts & Estates Associate to join our vibrant team. This position is designed for a professional who thrives in a demanding environment, possesses keen attention to detail, and is eager to make a substantial difference in our clients' lives.
Key Responsibilities:
As a Permanent Trusts & Estates Associate, you will play a crucial role in delivering comprehensive legal services. Your primary responsibilities will include:
1. Offering expert legal counsel in trust and estate planning, administration, and taxation.
2. Drafting and reviewing various estate planning documents, such as wills, trusts, powers of attorney, and healthcare directives.
3. Managing trusts and estates, including probate proceedings, trust terminations, and distributions.
4. Representing clients before tax authorities and in probate and surrogate court matters.
5. Collaborating with tax professionals to create tax-efficient estate plans.
6. Keeping abreast of the latest laws, regulations, and trends in trusts, estates, and taxation to provide accurate client advice.
7. Cultivating and maintaining strong client relationships, demonstrating a clear understanding of their goals and exceeding service expectations.
Qualifications:
The ideal candidate will possess the following qualifications:
1. Juris Doctor (JD) degree from an accredited law school.
2. An LLM in Taxation is preferred but not mandatory.
3. Admission to the Bar of Florida.
4. A minimum of three years of experience in trusts and estates law.
5. Proven expertise in administering trusts and estates.
6. Strong understanding of federal and state tax laws related to trusts and estates.
7. Exceptional analytical and problem-solving abilities.
8. Excellent written and verbal communication skills.
9. High level of professionalism and commitment to client service.

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