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Job Details

Mid-Level Trust And Estate Planning Associate Attorney

Company name
BCG Attorney Search

2-7 yrs required

Tampa, FL, United States


Posted on
Feb 27, 2024

Valid Through
Mar 28, 2024


Job Overview: A law firm is currently seeking a Mid-Level Trust and Estate Planning Associate Attorney with 3-5 years of experience to join its dynamic team in Tampa, FL. The ideal candidate will have a strong background in sophisticated estate plan drafting, estate and trust administration, estate and gift tax planning, and business succession planning.


  • Draft complex estate plans and business succession planning documents for high-net-worth individuals.
  • Draft complex charitable giving documents.
  • Counsel clients on income, gift, estate, and generation-skipping tax planning.
  • Assist with probate proceedings for taxable and non-taxable estates.
  • Process Federal gift and estate tax returns.
  • Engage in tax-exempt organization planning.


  • Minimum of 3-5 years of relevant experience in trust and estate planning.
  • J.D. from an ABA-approved law school.
  • Good standing and active membership in the Florida Bar.


  • Juris Doctor (J.D.) from an ABA-approved law school.


  • An active member of the Florida Bar.


  • Proficient in estate plan drafting and administration.
  • Experience in business succession planning.
  • Strong knowledge of income, gift, estate, and generation-skipping tax planning.
  • Familiarity with probate proceedings for taxable and non-taxable estates.
  • Ability to process Federal gift and estate tax returns.
  • Expertise in drafting complex charitable giving documents.
  • Knowledge of tax-exempt organization planning.


  • Tampa, FL

Company info

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

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