Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a Trusts and Estates Associate for their Naples, FL office. This role offers the chance to work with a team-oriented group, gaining experience in sophisticated estate planning, drafting, and administration. The position involves direct client interaction with high net worth individuals, families, family offices, closely held businesses, and national charities and foundations.

Duties

• Engage in estate planning and estate administration tasks.
• Draft legal documents related to trusts and estates.
• Collaborate with clients to understand their needs and provide solutions.
• Work closely with a team to manage client portfolios.

Requirements

• 3-4 years of experience in estate planning and administration.
• Admission to the Florida Bar or willingness to become admitted.
• New York Bar admission preferred but not required.
• Strong academic credentials with tax skills.
• Excellent written and oral communication skills.
• Strong interpersonal skills and a collaborative work approach.

Education

• Juris Doctor (JD) degree.
• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Florida Bar admission.

Skills

• Detail-oriented and self-motivated.
• Strong interpersonal and communication skills.
• Ability to work collaboratively in a team environment.

Benefits

• Opportunity to work with a significant private client base.

Company info

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