Private Client Trusts and Estates Attorney

BCG Attorney Search; Boca Raton (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Growth opportunities

Boca Raton or Miami office

Job summary

BCG Attorney Search in Boca Raton, FL seeks a Private Client Trusts and Estates Attorney with at least six years of experience to advise on tax-oriented estate planning, family office structures, wealth management, and business succession.

The role includes mentoring junior associates, extensive client interaction, and collaboration across the private client team, with potential opportunities in Miami as needed.

Qualifications

• Six+ years of estate and trust law experience.
• Strong knowledge of tax code, trusts, estates laws, and securities regulations.
• Florida law licensure in good standing.
• Experience with client-facing roles and mentoring associates.

Responsibilities

• Advise clients on estate and trust planning, wealth management, and philanthropic giving.
• Structure and administer family offices and business succession plans.
• Mentor and train junior associates.
• Engage in significant client-facing interactions.

Job description

Job Overview

A law firm seeks a Private Client Trusts and Estates Attorney with a minimum of six years of experience to join their team in BocaRaton,FL. The candidate will provide expert advice on tax-oriented estate and trust planning, family office structure, wealth management, and business succession planning.

Duties

• Advise clients on estate and trust planning, wealth management, and philanthropic giving.
• Structure and administer family offices and business succession plans.
• Mentor and train junior associates.
• Engage in significant client-facing interactions.

Requirements

• Minimum of six years of relevant experience.
• In-depth understanding of tax code, trust and estates laws, and securities regulations.
• Licensed in good standing in Florida.
• Experience with client-facing roles and mentoring associates.

Education

Juris Doctor (JD) degree.

Certifications

Florida Bar License.

Skills

Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Ability to work collaboratively in a team environment.

Benefits

Opportunity for growth and development in a thriving practice. Potential to work in either BocaRaton or Miami office.