Estate Planning Associate

Profile

Job Overview

A law firm seeks an estate planning associate for their Orlando, FL office. The ideal candidate will have 3 to 5 years of experience in high net worth planning, with a focus on drafting estate planning documents and tax mitigation strategies. This role requires a substantial presence in the office and strong client communication skills.

Duties

• Draft revocable and irrevocable trusts and other estate planning documents.
• Develop and implement tax mitigation strategies.
• Engage in charitable planning for clients.
• Collaborate closely with clients to address their goals.

Requirements

• 3 to 5 years of experience in estate planning.
• Strong experience in drafting estate planning documents.
• Comfortable working closely with clients.

Education

• LL.M. in Tax.

Certifications

• None specified.

Skills

• Excellent communication skills.
• Ability to work collaboratively in a team environment.

Benefits

• Medical, dental, and vision insurance.
• Short-term and long-term disability insurance.
• Life insurance.
• AFLAC supplemental options.
• 401(k) retirement plan.
• Wellness plan.

Company info

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