Trust and Estates Associate

Profile

Job Overview
A law firm seeks a highly experienced Trust and Estates Associate to join their team in Naples, Florida. The position involves working within a well-regarded group focused on succession planning and growth needs.

Duties

• Manage direct client relationships and responsibilities.
• Plan and draft documents for clients with taxable estates.
• Facilitate multi-generational wealth transfers using complex estate planning instruments.
• Conduct post-mortem administration.
• Prepare and review tax returns, including Forms 706, 709, and 1041.

Requirements

• Minimum of 3 years of relevant experience.
• Strong interpersonal and collaborative skills.
• Ability to deliver high-quality client services.
• Florida Bar membership required.

Education

• Juris Doctor (JD) degree.

Certifications

• Admitted to the Florida Bar.

Skills

• Expertise in estate planning and administration.
• Proficiency in tax return preparation and review.
• Strong client management abilities.

Benefits

• Competitive benefits package.

Company info

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