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Job Details

Senior Estates And Trusts Attorney

Company name
BCG Attorney Search

Experience
7-14 yrs required

Location
Tampa, FL, United States

Industry
Legal

Posted on
Feb 27, 2024

Valid Through
Mar 28, 2024

Profile

Job Overview:

A law firm in Tampa, FL, is seeking a highly experienced and skilled Senior Estates and Trusts Attorney with a minimum of 10 years of relevant practice. The ideal candidate will oversee all aspects of estate planning, trust administration, wealth preservation, and business succession planning. This role requires exceptional client relationship management, project management, negotiating, and document drafting skills. The Senior Estates and Trusts Attorney will be pivotal in advising individuals, families, executives, and business owners on various legal matters, including tax and estate planning, financial planning, trust administration, probate administration, and charitable planning.

Job Duties:

  • Provide expert legal counsel in all areas of estate planning, estate and trust administration, wealth preservation, and business succession planning.
  • Advise clients on appropriate tax and estate planning arrangements, financial planning, estate and generation-skipping tax planning, trust administration, probate administration, and charitable planning to achieve their specific objectives.
  • Handle document drafting and senior review responsibilities with precision and attention to detail.
  • Collaborate with clients to understand and address complex business issues effectively.
  • Undertake a broad range of corporate law matters, particularly advising executives and business owners.
  • Maintain strong client relationships through effective communication and responsiveness.
  • Manage projects efficiently and effectively, ensuring timely completion and client satisfaction.

Job Requirements:

  • Minimum of 10 years of experience as an Estates and Trusts Attorney.
  • Proven track record of success in client relationship management, project management, and negotiating.
  • Extensive experience in all aspects of estate planning, trust administration, wealth preservation, and business succession planning.
  • Solid background in advising individuals and families on tax and estate planning matters.
  • Familiarity with corporate law matters, particularly related to executives and business owners.
  • Previous experience in a large law firm is preferred.
  • Outstanding academic credentials and professional achievements.
  • Juris Doctor (JD) from a top-tier, ABA-approved law school.
  • Active membership and good standing with the Florida Bar.

Skills:

  • Strong client relationship management skills.
  • Exceptional project management and negotiating skills.
  • Proficient document drafting and senior review skills.
  • In-depth knowledge of estate planning, trust administration, and related legal areas.
  • Ability to understand and solve complex business issues.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with a commitment to precision and accuracy.

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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