Trust & Estates Associate

LeoForce; Naples (FL); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

401K

Medical, Dental, Vision and Life保险

Flexible Spending Account

Employee Assistance Program

Parental Leave

Paid Time Off

Eleven Holidays and 2 Floating

Referral Bonus Program

Job summary

LeoForce in Naples, FL seeks a mid-level Trusts & Estates Associate to manage clients' estate plans, draft wills and trusts, and provide counsel on probate, estate taxes, and related matters.

You will collaborate with clients to meet goals, conduct legal research, represent clients in probate court when needed, and work with tax and financial professionals to coordinate comprehensive estate plans.

Qualifications

• JD from an accredited law school.
• Admitted to practice in Connecticut and/or New York.
• Minimum of 4 years as a trusts and estates associate.
• Strong communication, interpersonal and analytical skills.

Responsibilities

• Manage and oversee all aspects of clients' trust and estate planning, including drafting wills, trusts, powers of attorney, and health care directives.
• Provide comprehensive counsel on trust administration, probate, estate tax and related issues.
• Collaborate with clients to develop strategies to meet estate planning goals while minimizing legal risks.
• Conduct thorough legal research and stay updated on trust and estate law developments.
• Represent clients in probate court proceedings and handle trust and estate litigation matters.
• Liaise with attorneys, tax professionals and financial advisors to coordinate the estate plan.
• Participate in business development to expand the firm’s trusts and estates practice.

Skills

Trusts & Estates knowledge

Client relations

Legal research

Drafting wills and trusts

Education

Juris Doctor (JD)

Job description

Job Details

Experience: Mid Level

Salary: $150,000 - $200,000 per year

Responsibilities:

1. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
2. Provide comprehensive legal counsel on matters related to trust administration, probate, estate tax, and other related issues.
3. Collaborate with clients to develop strategies that will effectively meet their estate planning goals while minimizing potential legal risks.
4. Conduct thorough legal research and stay updated on the latest developments in trust and estate law.
5. Represent clients in probate court proceedings and handle trust and estate litigation matters.
6. Liaise with other attorneys, tax professionals, and financial advisors to ensure all aspects of the client's estate plan are well-coordinated.
7. Participate in business development activities to expand the firm’s trusts and estates practice.

Qualifications:

1. Juris Doctor (JD) degree from an accredited law school.
2. Admitted to practice law in Connecticut and/or New York.
3. Minimum of 4 years of experience as a trust and estates associate attorney.
4. Exceptional interpersonal skills with the ability to develop strong client relationships.
5. Excellent written and verbal communication skills, with the ability to clearly explain complex legal concepts to clients.
6. Strong analytical and problem-solving skills, with a keen attention to detail.
7. Ability to work independently and manage multiple cases with varying degrees of complexity.
8. Demonstrated commitment to ethical standards and high level of integrity.

This is a fantastic opportunity to join a dynamic and supportive team, where you will have the chance to make a significant impact while advancing your career in the legal industry. If you are passionate about trusts and estates law and are looking for a challenging role, we would love to hear from you.

A bit about us:

We are currently seeking a dynamic, detail-oriented, and dedicated Trust & Estates Associate to join our client’s robust legal team. The ideal candidate will be a seasoned professional with a strong background in Trusts and Estates Law, with exceptional analytical, drafting, and communication skills.

Why join us?

• 401K
• Medical, Dental, Vision and Life Insurance
• Flexible Spending Account
• Employee Assistance Program
• Parental Leave
• Paid Time Off
• Eleven Holidays and 2 Floating Holidays
• Referral Bonus Program

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