Trust amp Estates Associate

Profile

Job Overview
A prestigious national law firm is seeking a highly experienced Trust & Estates Associate Attorney to join a well-regarded Trust, Estate & Wealth Preservation group in Naples, Florida. This role offers an excellent opportunity for a seasoned attorney with at least 5 years of experience in succession planning and wealth preservation. The ideal candidate will manage direct client relationships, work on complex estate planning, and handle multi-generational wealth transfers. Strong interpersonal skills and the ability to collaborate with colleagues are essential.

Location

• Naples, FL

Duties

• Manage and oversee client relationships, providing high-quality service in trust and estate planning.

• Draft and implement estate planning instruments such as GST-exempt trusts, GRATs, SLATs, and IDGTs.

• Assist clients with taxable estates and multi-generational wealth transfer planning.

• Provide post-mortem administration support.

• Prepare and/or review tax returns, including Forms 706, 709, and 1041.

• Collaborate with colleagues across different practice areas to provide comprehensive client solutions.

• Guide clients through the complexities of estate planning, tax strategy, and wealth preservation.

Requirements

• Minimum of 5 years of experience in trust and estate law, including direct client management.

• Expertise in drafting and planning for taxable estates and complex estate planning instruments.

• Experience with post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041).

• Strong interpersonal and communication skills.

• Ability to collaborate effectively with colleagues and clients.

• Commitment to providing high-quality client service.

• Florida Bar License (Required).

Education

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

Certifications

• Active Florida Bar License.

Skills

• Proficiency in estate planning and tax strategies.

• Strong research and analytical skills.

• Excellent communication and client management skills.

• Ability to work independently and as part of a team.

• High attention to detail in drafting and reviewing legal documents.

Benefits

• Competitive salary (commensurate with experience).

• Hybrid and onsite work options.

• Comprehensive benefits package (details available upon request).

Company info

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