Private Client Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a Private Client Trusts and Estates Associate for its Boca Raton office in West Palm Beach, FL. This role offers the opportunity to engage in sophisticated estate planning and administration within a collaborative environment. Candidates should be eager to contribute to the local community and work alongside industry leaders.

Duties

• Handle sophisticated estate planning and trust administration matters.
• Engage in high-net-worth trust and estate planning.
• Collaborate with team members to develop tax-efficient family wealth transfer strategies.
• Participate actively in the Boca Raton and West Palm Beach community.

Requirements

• Minimum of three years of experience in private client matters involving trusts and estates.
• Knowledge of Florida state and federal tax laws.
• 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 strong collaboration abilities.
• 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