Trust And Estates Associate Attorney

Profile

A law firm is seeking a Trust and Estates Associate Attorney for their Naples, FL, location. The ideal candidate should possess the following qualifications and skills:

Job Overview:

• The Trust and Estates Associate Attorney will be responsible for assisting with the administration of complex estates and trusts, as well as providing tax and business succession planning services to sophisticated and high net-worth clients.

Duties:

• Research, analyze, and draft documents to implement estate and gift plans.
• Prepare other gift and transaction documents related to planning structures.
• Handle probate and trust administrations by Florida Probate Code and Florida Trust Code.
• Prepare and review Federal estate and gift tax returns.
• Provide guidance on planning for family-owned businesses and life insurance structures.
• Assist with charitable planning, including split-interest trusts and private foundations.

Requirements:

• Minimum of 4 years of experience in trust and estate law.
• Strong understanding and experience with the Florida Probate Code and Florida Trust Code.
• Familiarity with Federal transfer tax rules and procedures.
• Experience with planning for family-owned businesses and life insurance structures is preferred.
• LL.M. degree preferred.
• Admission to the Florida Bar.

Skills:

• Excellent academic credentials.
• Strong drafting skills and experience with the Interactive Legal Services drafting program are a plus.
• Proficiency in research, writing, and communication.

Education:

• Juris Doctor (J.D.) degree required.
• LL.M. (Master of Laws) degree preferred.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306