Florida Trusts & Estates Attorney – Private Wealth

Confidential Jobs; Boca Raton (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Confidential Jobs in Florida seeks an associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice. Responsibilities include drafting estate planning documents, direct client interaction, and advising families on trust structures and wealth transfer tax strategies.

This is a dynamic opportunity to work with a seasoned Estates team, emphasizing collaboration and professional development within a sophisticated practice.

Qualifications

• At least 2 years of trusts and estates experience required.
• Experience drafting key trusts and estates documents is required.
• Licensed to practice law in the State of Florida and in good standing.

Responsibilities

• Draft a broad range of estate planning documents including wills and trust agreements.
• Direct and frequent client interaction.
• Advise individuals and families on trust structures and wealth transfer tax strategies.
• Design business succession strategies.
• Counsel fiduciaries in administration of estates and trusts.
• Prepare and review federal estate, gift and fiduciary income tax returns.
• Conduct general estate, trust, and tax-related research and writing.
• Support litigation matters related to wills, trusts, and fiduciary administration.

Skills

Attention to detail

Teamwork

Initiative

Leadership

Written communication

Desire to maximize potential

Interpersonal skills

Job description

Confidential Jobs in Florida seeks an associate with excellent experience and academic credentials to join our Trusts, Estates and Wealth Preservation practice. Responsibilities include drafting estate planning documents, direct client interaction, and advising families on trust structures and wealth transfer tax strategies.

This is a dynamic opportunity to work with a seasoned Estates team, emphasizing collaboration and professional development within a sophisticated practice.