Trusts & Estates Attorney - High-Net-Worth Planning

BCG Attorney Search; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

BCG Attorney Search seeks a Trust and Estates Associate Attorney for our Naples, FL office. The candidate should have 4+ years of experience in administering complex estates and trusts, tax planning, and business succession planning for sophisticated, high-net-worth clients.

The role requires strong drafting, research, and communication skills, plus familiarity with the Florida Probate Code and Florida Trust Code. Florida Bar admission is required; LL.M. is preferred.

Qualifications

• Admitted to the Florida Bar with 4+ years of relevant experience.
• Experience administering complex estates and trusts.
• Strong drafting, research, and communication abilities.
• Familiarity with Florida Probate Code and Florida Trust Code.
• LL.M. preferred; JD from an accredited law school.

Responsibilities

• Administer complex estates and trusts.
• Conduct tax and business succession planning for high-net-worth clients.
• Research, analyze, and draft estate and gift documents.
• Handle probate and trust administrations.
• Prepare and review federal estate and gift tax returns.
• Plan for family-owned businesses and life insurance structures.
• Engage in charitable planning, including split-interest trusts and foundations.
• Collaborate with clients and senior attorneys to implement comprehensive estate plans.

Skills

Estate and trust administration

Tax planning

Business succession planning

Document drafting

Research and analysis

Communication skills

Education

Juris Doctor (JD)

LL.M. preferred

Job description

BCG Attorney Search seeks a Trust and Estates Associate Attorney for our Naples, FL office. The candidate should have 4+ years of experience in administering complex estates and trusts, tax planning, and business succession planning for sophisticated, high-net-worth clients.

The role requires strong drafting, research, and communication skills, plus familiarity with the Florida Probate Code and Florida Trust Code. Florida Bar admission is required; LL.M. is preferred.