Trusts Estates and Wealth Preservation Attorney

BCG Attorney Search; Naples (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive compensation

Robust benefits package

Job summary

BCG Attorney Search in Naples, FL seeks an experienced Trusts, Estates, and Wealth Preservation Attorney to join its established practice and to help develop and lead the group.

The role involves advising on estate planning, wealth transfers, managing a book of business, drafting wills and trusts, and working closely with leadership to grow the practice, with on-site attendance required.

Qualifications

• Active Florida Bar membership required.
• At least ten years of experience in trusts and estates.
• Proven ability to manage complex estate planning matters.
• Established and portable book of business.
• Strong leadership potential.
• Reside in Naples, Florida or relocate.

Responsibilities

• Advise on estate planning, wealth transfer, and related matters.
• Manage and grow an existing book of business.
• Collaborate with leadership to enhance the Trusts & Estates group.
• Draft estate planning documents including wills and trust agreements.
• Engage in direct and frequent client interaction.
• Counsel fiduciaries in estate and trust administration.
• Prepare and review federal estate, gift, and fiduciary income tax returns.
• Conduct estate, trust, and tax-related research and writing.
• Support litigation in matters related to wills, trusts, and fiduciary administration.

Skills

Leadership

Written communication

Analytical thinking

Interpersonal skills

Client interaction

Independent & collaborative

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks an experienced Trusts, Estates, and Wealth Preservation Attorney to join its established practice in Naples, Florida. This strategic role offers the opportunity to contribute to the development and leadership of the firm's Trusts, Estates, and Wealth Preservation group.

Duties

• Provide counsel in estate planning, wealth transfer, and related matters.
• Manage and grow an existing book of business.
• Collaborate with leadership to enhance the Trusts & Estates group.
• Draft estate planning documents including wills and trust agreements.
• Engage in direct and frequent client interaction.
• Counsel fiduciaries in estate and trust administration.
• Prepare and review federal estate, gift, and fiduciary income tax returns.
• Conduct estate, trust, and tax-related research and writing.
• Support litigation in matters related to wills, trusts, and fiduciary administration.

Requirements

• Active membership in the Florida Bar.
• Minimum of ten years of experience in trusts and estates law.
• Success in managing complex estate planning matters.
• Established and portable book of business.
• Strong leadership potential.
• Reside in or willing to relocate to Naples, Florida.
• On-site attendance required; remote work not available.

Education

Juris Doctor (JD) degree.

Certifications

• Active Florida Bar membership.

Skills

• Excellent written communication and drafting skills.
• Strong analytical and strategic thinking abilities.
• Excellent interpersonal skills and client interaction capability.
• Ability to work independently and collaboratively.

Benefits

• Competitive compensation.
• Robust benefits package.