Estate Planning Attorney

ICX Group; Ponte Vedra Beach (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

A prestigious law firm in Florida is seeking a Trust & Estate Planning Attorney to develop tailored estate plans for a diverse clientele, from entrepreneurs to ultra-high-net-worth families. The ideal candidate will possess a Juris Doctor, at least 5 years of relevant experience, and the ability to draft complex trusts. Responsibilities include tax strategy consulting, trust administration, and working closely with clients to achieve their estate planning goals.

Qualifications

• Minimum 5 years of experience in estate planning.
• Proven experience drafting complex trusts.
• In-depth knowledge of federal tax regulations.

Responsibilities

• Develop and execute revocable and irrevocable trusts.
• Provide counsel on estate, gift, and generation-skipping tax strategies.
• Assist with trust administration and fiduciary responsibilities.

Skills

Estate planning strategies

Trust drafting

Client communication

Tax strategy knowledge

Education

Juris Doctor (JD)

Job description

We are seeking a Trust & Estate Planning Attorney to craft and implement tailored estate plans for clients ranging from emerging entrepreneurs to ultra-high-net-worth families. The ideal candidate combines technical expertise with strategic insight and a client-focused advisory approach.

Key Responsibilities

• Develop and execute revocable and irrevocable trusts
• Guide founders on pre-exit equity trust planning
• Structure advanced estate planning vehicles, including dynasty trusts, SLATs, GRATs, and ILITs
• Provide counsel on estate, gift, and generation-skipping tax strategies
• Establish and advise on private foundations and charitable trusts
• Support compliance and governance matters for private foundations
• Collaborate with tax advisors to deliver integrated planning solutions
• Counsel clients on family business succession planning
• Assist with trust administration and fiduciary responsibilities
• Review and update complex estate plans to ensure ongoing alignment with client goals

Qualifications

• Juris Doctor (JD) from an accredited law school
• Minimum 5 years of experience in estate planning
• Proven experience drafting complex trusts
• In-depth knowledge of federal estate, gift, and GST tax regulations
• Experience with QSBS planning strategies
• Familiarity establishing and advising private foundations
• Strong written and verbal communication skills, with a client-oriented approach