Trusts and Estates Associate

Profile

Job Overview:
A well-established law firm is seeking a Trusts & Estates Associate to join its Private Clients Group in Bonita Springs, Florida. This partnership-track position is ideal for an attorney with 2 to 7 years of experience in estate planning and trust administration, particularly working with high-net-worth individuals and families. The role offers the opportunity to gain hands-on experience with sophisticated matters while collaborating with a long-tenured and collegial team. The firm is committed to succession planning and is looking for an attorney interested in long-term professional growth.

Location:

• Bonita Springs, Florida

Duties:

• Participate in client meetings and consultations

• Draft a variety of estate planning documents, including:

  • Wills

  • Revocable and irrevocable trusts

  • Powers of attorney

• Collaborate with paralegals, fiduciary accountants, and attorneys on probate and trust administration

• Prepare and/or review:

  • Gift tax returns

  • Estate tax returns

  • Fiduciary income tax returns

• Conduct legal and tax research

• Assist clients and attorneys with charitable planning strategies

Requirements:

• 2 to 7 years of relevant experience in estate planning and trust/estate administration

• Experience advising high-net-worth individuals and families

• Ability to manage complex client matters with attention to detail

• Willingness to pursue long-term professional development within the firm

Education:

• Juris Doctor (JD) from an accredited law school

• LL.M. in Taxation or Estate Planning preferred

Certifications:

• Admission to the Florida Bar (or willingness to become admitted)

Skills:

• Strong legal research and writing skills

• Excellent oral communication and interpersonal abilities

• Proficiency in tax and estate planning concepts

• Ability to work both independently and collaboratively

• Detail-oriented and organized with strong analytical skills

Benefits:

• Partnership-track opportunity

• Work on complex and sophisticated estate planning matters

• Long-term career development with a supportive and experienced team

• Competitive compensation (specific details not provided)

Company info

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