Trusts and Estates Attorney

Profile

A law firm in Sarasota, Florida, is seeking a Trusts and Estates Attorney to provide comprehensive legal counsel in estate planning, tax planning, business succession, charitable giving, and retirement planning. The role involves representing clients in estate and trust administration, probate litigation, and tax controversies related to estate and gift tax matters.

Job Duties:

• Advise clients on estate planning strategies to achieve their financial and personal goals.
• Draft and review legal documents including wills, trusts, powers of attorney, and healthcare directives with precision and efficiency.
• Prepare and review estate tax returns, gift tax returns, and trust income tax returns.
• Represent clients in estate and trust administration matters, ensuring compliance with legal requirements and fiduciary duties.
• Handle probate litigation proceedings and tax controversies involving estate and gift tax matters.
• Provide ongoing legal counsel to clients and their fiduciaries, maintaining exceptional client service standards.

Requirements:

• Juris Doctor (JD) degree from an ABA-accredited law school.
• 3-10 years of experience in trusts and estates law, with a focus on estate planning and administration.
• LL.M. in Taxation is strongly preferred; substantial experience may be considered in lieu of an LL.M.
• Admission to the Florida Bar or willingness to sit for The Florida Bar exam in the near future is required.
• Florida Bar Board Certification in trusts and estates law is preferred.

Skills:

• Strong understanding of estate planning techniques, tax laws, and fiduciary responsibilities.
• Exceptional drafting skills for legal documents related to trusts, estates, and tax matters.
• Ability to manage complex estate planning and administration matters independently and as part of a collaborative team.
• Excellent research skills with a focus on tax research related to estate and gift tax issues.
• Commitment to delivering high-quality legal services and building long-term client relationships.

Benefits Offered:

• Market-leading compensation package.
• Low billable hour requirement.
• Flexible work schedule.
• Direct mentorship, leadership training, and integration with firm practices.
• Health, disability, and vision insurance.
• Firm-paid life insurance, with options for additional coverage.
• Employee Savings Plan with employer contributions.
• 401(k) with employer contributions.
• Paid time off and paid parental leave.
• Perks platform offering over 30,000 unique discounts.
• Referral program and wellness programs.

Company info

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