Trusts and Estates Attorney

BCG Attorney Search; Boca Raton (FL); On-site; USD 150,000 - 250,000; Full time

Job summary

BCG Attorney Search in Boca Raton, FL seeks a driven Trusts and Estates Attorney with 6+ years of experience to lead sophisticated estate and tax planning for high net worth clients.

The role emphasizes independent matter management, client relationship development, and mentoring junior lawyers, with a technology-enabled workflow to support seamless collaboration.

Qualifications

• Six+ years of Trusts and Estates experience.
• Florida Bar admission in good standing.
• Experience with sophisticated estate and tax planning techniques.
• Strong understanding of federal transfer tax planning and trust administration.
• Excellent client relationship and communication skills.
• Ability to manage complex matters independently.
• Proactive, entrepreneurial mindset with strong organizational skills.

Responsibilities

• Advise clients on estate, gift, generation-skipping transfer, and income tax planning matters.
• Design and implement wealth transfer strategies for high net worth individuals and families.
• Counsel clients on family office structures, fiduciary matters, and business succession planning.
• Collaborate with colleagues on client strategy and planning design.
• Manage substantial client matters with autonomy and exceptional service.
• Mentor junior attorneys and high-level paralegals.
• Utilize technology platforms to manage workflow and client communications.
• Identify opportunities to strengthen client relationships over time.

Skills

Analytical thinking

Communication

Team collaboration

CRM systems

Practice management

Education

Juris Doctor (JD)

Tools

CRM software

Practice management software

Job description

Job Overview

A law firm seeks a driven Trusts and Estates Attorney to join their Boca Raton, Florida office. This role offers a unique opportunity for an entrepreneurial attorney with a minimum of six years of experience to engage in long-term succession planning within a reputable private client practice.

Duties

• Advise clients on estate, gift, generation-skipping transfer, and income tax planning matters.
• Design and implement wealth transfer strategies for high net worth individuals and families.
• Counsel clients on family office structures, fiduciary matters, and business succession planning.
• Collaborate with colleagues on client strategy and planning design.
• Manage substantial client matters with autonomy and exceptional service.
• Mentor junior attorneys and high-level paralegals.
• Utilize technology platforms to manage workflow and client communications.
• Identify opportunities to strengthen client relationships over time.

Requirements

• Minimum six years of Trusts and Estates experience.
• Florida Bar admission in good standing.
• Experience with sophisticated estate and tax planning techniques.
• Strong understanding of federal transfer tax planning and trust administration.
• Exceptional client relationship and communication skills.
• Ability to manage complex matters independently.
• Proactive, entrepreneurial mindset with strong organizational skills.
• Comfortable with technology-enabled processes and systems.
• Experience mentoring junior professionals.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Florida.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Ability to work collaboratively in a team environment.
• Proficiency in practice management and CRM systems.

Benefits

• Opportunity for growth and development within a thriving practice.
• Collaborative and supportive work environment.