Private Client Trust & Estates Associate

Day Pitney LLP; Town of Florida (NY); Hybrid; USD 170,000 - 190,000; Full time

Job summary

Day Pitney's Private Client Department is seeking an associate with a minimum of 3 years of trust and estates experience to join our nationally recognized practice in Florida offices (Boca Raton, Miami, or West Palm Beach). Ideal candidates will excel in estate planning and administration, with familiarity in Florida tax laws and tax-efficient wealth transfer strategies.

The firm emphasizes a flexible hybrid work model with two remote days per week and strong collegial support for complex

Qualifications

• Minimum of 3 years of demonstrated trust and estates experience.
• Excellent technical, professional and client service skills.
• Strong written and verbal communication and advocacy skills.
• Team-oriented with collaboration emphasis.
• Bar admission in Florida in good standing (required).

Skills

Trusts & Estates knowledge

Client service

Written & verbal communication

Collaboration

Problem solving

Education

Florida Bar in good standing

Job description

Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 3 years of trust and estates experience to join our nationally recognized practice in any of our Florida offices (Boca Raton, Miami, or West Palm Beach).

Ideal candidates will have demonstrated experience in estate planning and estate and trust administration, including knowledge of relevant Florida state and federal tax laws. There is a strong preference for candidates with experience with domestic estate planning and working with individuals and families on tax-efficient family wealth transfer strategies through estate, tax, business succession, and asset protection planning. Demonstrated experience with successfully managing estate and trust administration matters in and out of the Florida court system is a plus.

Day Pitney's Private Client team has extensive experience serving the unique needs of individuals and their families, fiduciaries, and a broad range of tax-exempt entities. The team advises high net worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, including tax and succession planning.

Day Pitney's Trust & Estates Practice is nationally recognized for its sophisticated private client work on behalf of high-net-worth individuals, families, and fiduciaries. The practice has received a Band 1 ranking in the Chambers High Net Worth Guide since 2016 and is consistently ranked among the top Trusts & Estates practices by Chambers and Partners and U.S. News – Best Lawyers® Best Law Firms®. The group includes multiple Fellows of the American College of Trust and Estate Counsel (ACTEC), reflecting its depth of expertise and commitment to the highest standards of the profession.

Day Pitney recognizes the value of flexible working arrangements alongside the benefits of in-office collaboration. To support both, the firm offers a hybrid work environment that provides attorneys the ability to work remotely two days per week.

Requirements

• Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates
• Excellent technical, professional and client service skills
• Strong written and verbal communication and advocacy skills
• Team-oriented with an emphasis on collaboration
• Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs
• Member of Florida State bar in good standing (required)

About Day Pitney

Day Pitney, an East Coast-based law firm with national and international reach, has approximately 330 attorneys in 13 offices in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island and Washington, DC. Day Pitney's Corporate, Litigation, and Trusts and Estates attorneys represent a variety of clients from individuals to Fortune 500companies. Since 1902, Day Pitney has been working collaboratively and effectively with clients in a wide range of industries, including Energy and Utilities; Financial Services; Healthcare and Life Sciences; Insurance and Reinsurance; Intellectual Property and Technology; Family Office Practice; Real Estate and Environmental; and Tax Exempt Organizations and Charitable Giving. Day Pitney's lawyers provide deep bench knowledge and experience and work seamlessly across disciplines to guide our clients through the evolving legal landscape. For more information on Day Pitney, visit www.daypitney.com .

Join Us

If you want to join a collaborative, energetic, and nurturing environment where you will take on complex challenges and have a direct impact on the successes of businesses and the lives of people. Day Pitney is the place for you. You will be a key contributor working on sophisticated legal matters alongside recognized leaders in their fields, with mentoring and support along the way to hone your skills and help you reach your career goals.

Day Pitney is an Equal Opportunity Employer.