Senior Trusts and Estates Attorney

Profile

Job Overview

A law firm seeks a Senior Trusts and Estates Attorney to join their team in Sarasota, Florida. The ideal candidate will have over five years of private practice experience, focusing on sophisticated estate planning for high-net-worth clients. This role involves complex drafting and technical work, including wills, trusts, and tax strategies, with the potential for remote work.

Duties

• Draft complex wills, revocable and irrevocable trusts, and related documents.
• Develop estate and gift tax strategies for high-net-worth clients.
• Manage ongoing trust administration and estate planning matters.
• Prepare health care advance directives and durable powers of attorney.
• Represent clients in estate and trust administration and tax controversies.

Requirements

• 5+ years of experience in estate and trust planning.
• Technical expertise in drafting complex legal documents.
• Experience with estate and gift tax planning and return preparation.
• Ability to handle sophisticated matters with minimal supervision.

Education

• Juris Doctorate degree from an ABA-accredited law school.

Certifications

• Member of The Florida Bar or licensed in another state with willingness to sit for the Florida Bar exam.
• Florida Bar Board Certification in a relevant area preferred.
• LL.M. in Tax strongly preferred or equivalent experience.

Skills

• Exceptional client service and relationship-building skills.
• Clear and concise communication, both verbally and in writing.
• Strong analytical and problem-solving abilities.
• Proactive and adaptable to evolving regulations and client needs.
• Effective collaboration with colleagues and professional staff.

Benefits

• Market-leading compensation package.
• Low billable hour requirement.
• Flexible work schedule.
• Direct mentorship and leadership training.
• Health and disability insurance.
• Firm-paid life insurance with additional purchase options.
• Employee Savings Plan with employer contributions.
• 401(k) with employer contributions.
• Paid time off and parental leave.
• Perks platform with over 30,000 discounts.
• Referral program and wellness programs.
• Vision insurance.

Company info

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