Trusts & Estates Associate — High‑Net‑Worth Wealth Planning

Orion Placement; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Confidential Employer is seeking an experienced attorney to join its trusts and estates team in Naples, FL. The role involves advising on complex estate planning, administration, and wealth transfer matters for high-net-worth clients.

You will collaborate with attorneys across offices, gain exposure to family office structures, and contribute to sophisticated tax planning initiatives. The ideal candidate has 3+ years of estate planning experience, an active Florida law license, and a strong

Qualifications

• J.D. from an accredited law school with strong academic credentials.
• 3+ years of estate planning experience.
• Strong interest in or familiarity with advanced estate and tax planning.
• Familiarity with irrevocable trusts, SLAT trusts, asset protection, business succession, or gifting strategies preferred.
• Some tax experience or experience dealing with the IRS preferred.
• Strong attention to detail, particularly in complex document preparation.
• Excellent written and oral communication skills.
• Highly motivated, proactive, and able to work effectively in a team environment.
• Strong relationship-building skills and sound judgment.
• Ability to succeed in a fast-paced environment.
• Permanent authorization to work in the United States.

Responsibilities

• Advise clients on estate planning, estate and trust administration, business succession planning, charitable planning, and related matters.
• Assist with sophisticated estate planning involving irrevocable trusts, SLAT trusts, asset protection, and business succession strategies.
• Research and analyze complex gift, estate, and generation-skipping transfer tax rules.
• Prepare and review detailed estate planning documents with a high level of accuracy and attention to detail.
• Assist with trust and estate litigation matters as needed.
• Work with clients and attorneys on business planning through gifting and sales to trusts.
• Gain exposure to family office structures and advanced wealth transfer strategies.
• Assist with matters involving Florida estate administration.
• Research tax issues and work with IRS-related matters when appropriate.

Skills

Communication skills

Attention to detail

Team collaboration

Education

J.D. from an accredited law school

Job description

Confidential Employer is seeking an experienced attorney to join its trusts and estates team in Naples, FL. The role involves advising on complex estate planning, administration, and wealth transfer matters for high-net-worth clients.

You will collaborate with attorneys across offices, gain exposure to family office structures, and contribute to sophisticated tax planning initiatives. The ideal candidate has 3+ years of estate planning experience, an active Florida law license, and a strong