Trust & Estate Attorney

Bond, Schoeneck & King, PLLC; Naples (FL); On-site; USD 90,000 - 160,000; Full time

Job summary

An established industry player is seeking a Trust and Estate Senior Counsel or Member to join their Naples office. This role is ideal for a seasoned attorney with a strong background in trust and estate law, who is passionate about providing tailored legal solutions to clients. You will engage with a diverse clientele, from individuals to business owners, helping them navigate their unique estate planning needs. The firm values teamwork and commitment to the legal profession, offering a collaborative environment where your expertise can flourish. If you are ready to make a significant impact in the field of trust and estate law, this opportunity is for you.

Qualifications

• Admitted to practice in Florida with 8+ years in trust and estate law.
• Strong communication and project management skills are essential.

Responsibilities

• Work with clients to create customized estate plans and documents.
• Counsel fiduciaries and assist in court proceedings across Florida.

Skills

Multitasking

Organizational skills

Time management

Project management

Interpersonal skills

Communication skills

Education

J.D. degree from an accredited law school

LLM in tax law or estate planning

Job description

Trust and Estate Senior Counsel or Member

Bond, Schoeneck & King PLLC, a full-service law firm of more than 300 attorneys with 15 offices that are located across New York State, as well as in Boston, Kansas City, FL and NJ, is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member (Partner) level to join its Naples, FL office.

Location: Naples, FL

Qualifications:

• Admitted to practice in Florida
• J.D. degree from an accredited law school
• An LLM in tax law or estate planning is helpful, but not required
• The ideal candidate will have a minimum of eight years of progressively responsible experience in trust and estate practice
• Ability to multitask, meet deadlines and promptly respond to client’s needs
• Strong organizational, time management, and project management skills
• Committed to legal profession and teamwork approach
• Experience working with/overseeing paralegals is preferred but not required
• Excellent interpersonal and communication skills

Bond’s Trust and Estate attorneys are skilled at working with clients to identify their unique needs and create plans that meet those needs. Our customized plans include designing wills, trusts, beneficiary designations and other documents needed to transfer and protect assets. Bond also works with small business owners to design and implement business succession plans.

Our clients range from individuals of modest wealth to those of significant wealth, from younger clients building a career to older clients who have already amassed their wealth, from clients who are professionals or employees of larger entities to those involved in family businesses. We strive for an ongoing relationship knowing that family needs change and estate plans evolve.

Extending our trust and estate practice areas beyond families, we also counsel fiduciaries, owners of closely held businesses, and other charitable and tax-exempt organizations. Our services in these areas include preparation of estate & income tax returns, accountings, preparation of a wide range of business agreements, and the formation and administration of charitable trusts and private foundations. We also assist clients in a wide range of court proceedings in all courts throughout New York and Florida.