Trusts & Estates Attorney

DarrowEverett LLP; Miami (FL); On-site; USD 130,000 - 230,000; Full time

Job summary

DarrowEverett LLP is seeking an experienced Trust & Estates Attorney with immediate availability in Florida. The ideal candidate has in-depth experience with high-net-worth estate planning, sophisticated trust and tax strategies, and a proven track record handling complex matters.

The role requires excellent communication, organizational and leadership skills, the ability to manage multiple clients, and a discreet approach to confidential information while representing the firm professionally.

Qualifications

• Minimum 10+ years in trust and estate matters, business formation, and related areas.
• Experience with high-net-worth estate planning and complex strategies.
• Active attorney license in states the firm operates in.
• Strong written and oral communication, initiative and discretion.

Responsibilities

• Provide legal guidance on estate planning, business formation, and related areas.
• Draft trusts, wills, powers of attorney, and business succession documents.
• Draft sophisticated estate and tax planning documents (SLATs, IDGTs, charitable trusts).
• Help clients implement strategies to protect and preserve assets.
• Comply with client and firm SOPs and conduct legal and tax research.

Skills

Communication

Administrative skills

Organization

Detail-oriented

Multitasking

Client relations

Education

Bachelor’s degree

J.D. Degree

Job description

DarrowEverett LLP is looking for a Trust & Estates Attorney with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.

Role & Responsibilities

• Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning.
• Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business succession documents.
• Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs, charitable remainder and lead trusts, and decanting instruments
• Assist clients in creating and implementing strategies to protect and preserve assets.
• Comply with all client and firm standard operating procedures.
• Legal and tax research.

Qualifications:

• Bachelor’s degree and J.D. Degree
• Ideal candidates will have a minimum of 10+ years’ experience in trust and estate matters, business formation, and related areas of law, including high net worth estate planning.
• The ideal candidate will have experience working directly with high-net-worth clients on estate preservation and planning strategies, including preparing revocable and irrevocable trusts for asset protection and tax strategies, and managing reorganization of asset ownership.
• Have an existing referral base generating $200k + revenue.
• Handling surrogate court proceedings.
• Strong oral and written communication skills
• Ability to organize factual and legal data into clear and logical arguments.
• Ability to handle sensitive matters on a confidential basis.
• An active license as an attorney in the states that the firm operates in
• A high degree of initiative, mature judgment, and discretion.
• Organization and time management skills.