Trust & Estate Planning Attorney — Wealth Strategy

ICX Group; Ponte Vedra Beach (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

ICX Group seeks a Trust & Estate Planning Attorney to craft tailored plans for clients from startups to ultra‑high‑net‑worth families. The role blends technical estate planning with strategic client advisory, focusing on sophisticated trust structures and tax strategies.

You will draft revocable and irrevocable trusts, guide pre‑exit equity planning, and collaborate with tax professionals to deliver integrated solutions.

Qualifications

• Minimum 5 years of estate planning experience.
• Proven experience drafting complex trusts.
• In-depth knowledge of federal estate, gift, and GST tax regulations.
• Experience with QSBS planning strategies.
• Familiarity establishing and advising private foundations.
• Strong written and verbal communication skills with a client-oriented approach.

Responsibilities

• Develop and execute revocable and irrevocable trusts.
• Guide founders on pre-exit equity trust planning.
• Structure advanced estate planning vehicles, including dynasty trusts, SLATs, GRATs, and ILITs.
• Provide counsel on estate, gift, and generation-skipping tax strategies.
• Establish and advise on private foundations and charitable trusts.
• Support compliance and governance matters for private foundations.
• Collaborate with tax advisors to deliver integrated planning solutions.
• Counsel clients on family business succession planning.
• Assist with trust administration and fiduciary responsibilities.
• Review and update complex estate plans to ensure ongoing alignment with client goals.

Skills

Trust drafting

Estate planning

Client-focused advisory

Tax planning (GST)

QSBS planning

Education

Juris Doctor (JD) from an accredited law school

Job description

ICX Group seeks a Trust & Estate Planning Attorney to craft tailored plans for clients from startups to ultra‑high‑net‑worth families. The role blends technical estate planning with strategic client advisory, focusing on sophisticated trust structures and tax strategies.

You will draft revocable and irrevocable trusts, guide pre‑exit equity planning, and collaborate with tax professionals to deliver integrated solutions.