Estate Planning and Probate Attorney

BCG Attorney Search; Sarasota (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Generous PTO

CLE covered

All-expenses-paid firm trip

Job summary

BCG Attorney Search is seeking an Estate Planning and Probate Attorney in Sarasota, FL. The role focuses on sophisticated estate and tax planning for high-net-worth clients, including complex trusts, multi-generational tax strategy, and business succession planning.

The candidate will draft wills and trusts, advise on various tax planning areas, and handle probate and administration. ABA education, strong drafting, and research skills are essential for this private-practice style position.

Qualifications

• 2+ years of experience in sophisticated estate and tax planning from a private practice law firm.
• Strong drafting skills for complex estate planning documents.
• Superior research and writing capabilities.
• Active Florida Bar membership in good standing.

Responsibilities

• Advise high-net-worth individuals and families on estate, tax, and wealth preservation planning.
• Draft and implement wills, revocable trusts, and irrevocable trusts.
• Counsel clients on income, estate, gift, and generation-skipping transfer tax planning.
• Handle probate, trust, and estate administration.
• Support business succession and family-office matters.
• Conduct advanced research and produce memoranda for complex planning.

Skills

Drafting

Research

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks an Estate Planning and Probate Attorney in Sarasota, FL. The role involves handling sophisticated estate and tax planning work for high-net-worth clients, focusing on complex trust structures, multi-generational tax strategy, and business succession matters.

Duties

• Advise high-net-worth individuals and families on estate, tax, and wealth preservation planning.
• Draft and implement wills, revocable trusts, and irrevocable trusts.
• Counsel clients on income, estate, gift, and generation-skipping transfer tax planning.
• Handle probate, trust, and estate administration.
• Support business succession and family-office matters.
• Conduct advanced research and produce memoranda for complex planning.

Requirements

• 2+ years of experience in sophisticated estate and tax planning from a private practice law firm.
• Strong drafting skills for complex estate planning documents.
• Superior research and writing capabilities.
• JD from an ABA-accredited law school.
• Active Florida Bar membership in good standing.

Education

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

Certifications

• Active Florida Bar membership.

Skills

• Strong drafting and research skills.
• Comfortable with nuance and precision.

Benefits

• Health insurance.
• Retirement plan.
• Generous PTO.
• Continuing Legal Education (CLE) fully covered.
• Annual all-expenses-paid firm trip (post-eligibility).
• Collaborative work environment with a commitment to work-life balance.