Trusts & Estates Associate (Mid-Level)

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

• Build your practice across sophisticated estate planning, trust and estate administration, business succession, charitable planning, and trust and estate litigation.
• Gain exposure to advanced estate and tax planning matters involving irrevocable trusts, SLAT trusts, asset protection, and business succession strategies.
• Receive training and increasing responsibility while working alongside experienced attorneys.
• Work directly on complex matters involving high-net-worth individuals, families, trusts, and business interests.
• Collaborate with talented attorneys across practice groups and offices.
• Join a supportive environment focused on mentorship, advancement, and professional development.
• Enjoy quality benefits and a collegial culture where attorneys are encouraged to grow their practices.

Location: Naples, FL. This is an on-site opportunity based in our Naples office.

Note: Candidates should have 3+ years of estate planning experience and an active Florida law license. Strong interest in complex tax and estate planning concepts is essential, particularly irrevocable trusts, SLAT trusts, asset protection, business succession, and gift, estate, and generation-skipping transfer tax. Experience with Florida estate administration is strongly preferred.

About Us

We are a collaborative trusts and estates team advising clients on sophisticated estate planning, administration, tax, business succession, and related matters. Our attorneys work closely with clients and colleagues across offices to develop thoughtful, practical solutions for complex personal and business planning needs. We value attention to detail, strong relationships, initiative, and continued professional development.Confidential Employer.

Job Description

• 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.
• Support planning involving inbound foreign investment by non-resident aliens and outbound planning for U.S. citizens as opportunities arise.
• Take on increasing responsibility while collaborating with attorneys across practice groups and offices.

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.

Why You Will Love Working Here

This is an opportunity to grow beyond routine estate planning and develop expertise in sophisticated wealth transfer and tax matters. You will receive training while taking on progressively greater responsibility, with exposure to complex trusts, tax planning, business succession, and high-level estate planning strategies. Our collegial environment emphasizes mentorship, collaboration, and professional growth while giving you the opportunity to build lasting client relationships.