Estate Planning and Probate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning and Probate Attorney in Sarasota, FL. The role involves handling sophisticated estate and tax planning work for high-net-worth clients, focusing on complex trust structures, multi-generational tax strategy, and business succession matters.

Duties

• Advise high-net-worth individuals and families on estate, tax, and wealth preservation planning.
• Draft and implement wills, revocable trusts, and irrevocable trusts.
• Counsel clients on income, estate, gift, and generation-skipping transfer tax planning.
• Handle probate, trust, and estate administration.
• Support business succession and family-office matters.
• Conduct advanced research and produce memoranda for complex planning.

Requirements

• 2+ years of experience in sophisticated estate and tax planning from a private practice law firm.
• Strong drafting skills for complex estate planning documents.
• Superior research and writing capabilities.
• Comfortable with nuance and precision in work.

Education

• JD from an ABA-accredited law school.

Certifications

• Active Florida Bar membership in good standing.

Skills

• Strong drafting and research skills.
• Ability to handle complex planning matters.

Benefits

• Health insurance.
• Retirement plan.
• Generous paid time off.
• Continuing Legal Education fully covered.
• Annual all-expenses-paid firm trip (post-eligibility).

Company info

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