Trusts & Estates Associate

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Salary: $180,000 - $200,000 per year

Our client seeks a Trusts & Estates associate to join their Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and to gain direct experience with sophisticated estate planning, drafting and administration. Additionally, you will gain experience with direct client contact with high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.

• 401K
• Medical, Dental, Vision and Life Insurance
• Flexible Spending Account
• Employee Assistance Program
• Parental Leave
• Paid Time Off
• Eleven Holidays and 2 Floating Holidays
• Referral Bonus Program

Job Details:

Are you passionate about the legal intricacies of trusts, estates, and taxation? Do you have a knack for navigating the complexities of estate planning? If so, we have an exciting opportunity for you! We are seeking a seasoned Permanent Trusts & Estates Associate to join our dynamic team. This role is not for the faint-hearted but for a professional who thrives in a challenging environment, is detail-oriented, and is ready to make a significant impact on our clients' lives.

Responsibilities:

As a Permanent Trusts & Estates Associate, your role will be pivotal in providing comprehensive legal services to our clients. Your key responsibilities will include:

1. Providing expert legal advice in the areas of trust and estate planning, administration, and taxation.
2. Drafting and reviewing a wide variety of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
3. Administering trusts and estates, including probate proceedings, trust terminations, and distributions.
4. Representing clients before tax authorities and in probate and surrogate court proceedings.
5. Collaborating with tax professionals to develop tax-efficient estate plans.
6. Staying updated with the latest laws, regulations, and trends in trusts, estates, and taxation to provide the most accurate advice to clients.
7. Building and maintaining strong relationships with clients, demonstrating a clear understanding of their objectives, and exceeding their service expectations.

Qualifications:

The ideal candidate for this role will possess a robust set of qualifications and experiences. These include:

1. A Juris Doctor (JD) degree from an accredited law school.
2. An LLM in Taxation is preferred but not required.
3. Admission to the Bar of Florida.
4. A minimum of 3 years of experience in trusts and estates law.
5. A proven track record in administering trusts and estates.
6. Strong knowledge of federal and state tax laws related to trusts and estates.
7. Exceptional analytical and problem-solving skills.
8. Excellent written and verbal communication skills.
9. A high level of professionalism and a commitment to client service.

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