Senior Trusts and Estates Attorney

2 months ago


Naples, Florida, United States Jobot Full time

About 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 with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments.
  • Manage client relationships and provide direct client management responsibilities.
  • Prepare and review post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041).
  • Stay up-to-date with changes in estate planning laws and regulations.

Requirements:

  • Minimum of 5 years of experience in estate planning and drafting for clients with taxable estates.
  • Active FL Bar License.

What We Offer:

  • Excellent PTO packages.
  • Excellent health benefits including health, dental and vision, life insurance, disability insurance, flexible spending accounts and more.
  • 401k w/ matching.
  • Partner level growth potential.
  • Many best places to work awards.
  • 1850 billable hours with excellent bonuses.


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