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Job Details

Estate Planning Associate Attorney

Company name
BCG Attorney Search

Experience
-9 yrs required

Location
Naples, FL, United States

Industry
Legal

Posted on
May 07, 2025

Profile

Job Overview:
A prominent law firm is seeking an Associate Attorney with 0-5 years of experience in estate planning and estate and trust administration to join its Estate and Succession Planning Group. This position provides an excellent opportunity to work on sophisticated estate plans, family business succession plans, large estate and trust administrations, tax controversies, and estate and trust litigation. The role is client-focused and involves collaboration with a team of experienced attorneys.

Location:

  • Naples, FL

Duties:

  • Meet with clients to assess estate planning needs, understand goals, and provide legal advice.
  • Draft legal documents such as wills, trusts, and powers of attorney tailored to clients’ circumstances.
  • Provide guidance on minimizing tax implications, including estate and gift taxes.
  • Conduct legal research to ensure compliance with current laws and regulations.
  • Collaborate with attorneys in related practice areas, including tax and real estate law, to provide comprehensive services.
  • Communicate regularly with clients to provide updates and address inquiries.

Requirements:

  • Juris Doctor (JD) degree from an accredited law school.
  • Licensed to practice law in Florida.
  • LL.M. in Taxation or significant coursework/experience in tax law.
  • Excellent drafting, oral, and written communication skills.
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with exceptional organizational and time management skills.
  • Ability to work independently and collaboratively within a legal team.
  • High level of professionalism and ethical standards.

Education:

  • Juris Doctor (JD) from an accredited law school.
  • LL.M. in Taxation preferred.

Certifications:

  • Active license to practice law in Florida.

Skills:

  • Proficiency in drafting complex legal documents.
  • Strong understanding of estate and gift tax laws.
  • Exceptional communication and client service abilities.
  • Organizational and time management expertise.

Benefits:

  • Competitive salary.
  • Opportunities for advancement.
  • Comprehensive benefits package.
  • Collaborative and professional work environment.
  • Hybrid work flexibility after onboarding.

Company info

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

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