Private Client Trusts amp Estates Associate/Senior Associate

Profile

Job Overview

A law firm seeks an experienced Private Client Trusts & Estates Associate/Senior Associate to join their Boca Raton, FL office. The ideal candidate will have a minimum of 4 years of experience in high-net-worth trust and estate planning and administration, with a strong understanding of state and federal tax laws.

Duties

• Advise clients on sophisticated trusts and estates matters.
• Develop tax-efficient family wealth transfer strategies.
• Collaborate with team members on succession planning and charitable giving.
• Provide guidance on estate planning for retirement assets.

Requirements

• Minimum of 4 years of experience in private client matters involving trusts and estates.
• Strong written and verbal communication skills.
• Ability to work independently and develop creative solutions.
• Current member of the Florida state bar in good standing.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Florida Bar membership.

Skills

• Excellent technical and client service skills.
• Team-oriented with a focus on collaboration.
• Effective problem-solving capabilities.

Benefits

• Hybrid work environment with remote work options.

Company info

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