Trust And Estates Associate Attorney

BCG Attorney Search; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

BCG Attorney Search seeks a Trust and Estates Associate Attorney for our Naples, FL office. The candidate should have 4+ years of experience in administering complex estates and trusts, tax planning, and business succession planning for sophisticated, high-net-worth clients.

The role requires strong drafting, research, and communication skills, plus familiarity with the Florida Probate Code and Florida Trust Code. Florida Bar admission is required; LL.M. is preferred.

Qualifications

• Admitted to the Florida Bar with 4+ years of relevant experience.
• Experience administering complex estates and trusts.
• Strong drafting, research, and communication abilities.
• Familiarity with Florida Probate Code and Florida Trust Code.
• LL.M. preferred; JD from an accredited law school.

Responsibilities

• Administer complex estates and trusts.
• Conduct tax and business succession planning for high-net-worth clients.
• Research, analyze, and draft estate and gift documents.
• Handle probate and trust administrations.
• Prepare and review federal estate and gift tax returns.
• Plan for family-owned businesses and life insurance structures.
• Engage in charitable planning, including split-interest trusts and foundations.
• Collaborate with clients and senior attorneys to implement comprehensive estate plans.

Skills

Estate and trust administration

Tax planning

Business succession planning

Document drafting

Research and analysis

Communication skills

Education

Juris Doctor (JD)

LL.M. preferred

Job description

A law firm is seeking a Trust and Estates Associate Attorney for their Naples office. The ideal candidate must be experienced in the administration of complex estates and trusts, tax planning, and business succession planning for sophisticated and high-net-worth clients. They should have a strong understanding and experience in researching, analyzing, and drafting documents for the implementation of estate and gift plans, as well as other gift and transaction documents related to planning structures. Experience with the Florida Probate Code, Florida Trust Code, probate, and trust administrations is required. Knowledge of federal transfer tax rules and procedures, including the ability to prepare and review related tax returns, is essential. Familiarity with planning for family-owned businesses, life insurance structures, and charitable planning is desirable but not required. The candidate must possess excellent academic credentials (LL.M. preferred), strong drafting skills, and proficiency in research, writing, and communication. Admission to the Florida Bar is required.

Duties

• Administer complex estates and trusts.
• Conduct tax and business succession planning for high net-worth clients.
• Research, analyze, and draft documents for estate and gift plans.
• Handle probate and trust administrations.
• Prepare and review federal estate and gift tax returns.
• Plan for family-owned businesses and life insurance structures (ideal but not required).
• Engage in charitable planning, including split-interest trusts and private foundations (ideal).
• Collaborate with clients and senior attorneys to develop and implement comprehensive estate plans.

Requirements

• Admission to the Florida Bar.
• 4+ years of relevant experience.
• Strong understanding of estate and trust administration.
• Knowledge of federal transfer tax rules and procedures.
• Excellent academic credentials (LL.M. preferred).
• Strong drafting skills.
• Proficiency in research, writing, and communication.

Education

• Juris Doctor (JD) from an accredited law school.
• LL.M. preferred.

Certifications

• Admission to the Florida Bar.

Skills

• Estate and trust administration.
• Tax planning.
• Business succession planning.
• Document drafting.
• Research and analysis.
• Communication skills.

Benefits

• The firm offers a competitive salary and comprehensive benefit package in a fast-paced, professional environment.