Trust & Estates Attorney

Job Overview:

A highly regarded law firm is seeking a Trust & Estates Attorney for a Partner or Of Counsel position in their Naples, Florida office. This is an excellent opportunity for a skilled professional with a minimum of 10 years of experience in succession planning and complex estate planning. The ideal candidate will have experience in managing taxable estates and using sophisticated instruments for multi-generational wealth transfer, as well as post-mortem administration and tax return preparation. Strong interpersonal and business development skills are essential for this role.

Location:

• Naples, Florida

Duties:

• Provide legal counsel in all areas of trust, estate, and wealth preservation planning, including the use of GST-exempt trusts, GRATs, SLATs, and IDGTs.
• Advise clients on taxable estates, wealth transfer, and related strategies.
• Draft and review complex estate planning documents.
• Handle post-mortem estate administration.
• Prepare and review estate and gift tax returns, including Forms 706, 709, and 1041.
• Manage direct client relationships and deliver high-quality legal services.
• Contribute to business development efforts and firm growth.

Requirements:

• At least 10 years of experience in trust and estate law, with expertise in taxable estates and wealth transfer strategies.
• Experience with multi-generational wealth transfer and complex estate planning instruments.
• Proficiency in post-mortem administration and tax return preparation/review.
• Strong business development acumen and ability to bring in new clients.
• Ability to collaborate effectively with colleagues and other stakeholders across the firm.
• Exceptional interpersonal skills and client service orientation.

Education:

• J.D. from an accredited law school.

Certifications:

• Active Florida Bar membership required.

Skills:

• Expertise in trust and estate planning, wealth preservation, and estate administration.
• Strong writing and communication skills.
• Ability to manage complex client matters and build long-term client relationships.
• Business development and networking skills.
• Ability to work independently and as part of a collaborative team.

Benefits:

• Competitive salary and benefits package (specific details available upon request).
• Opportunities for career growth and professional development.
• Hybrid work flexibility.

This small Florida office is part of a large national firm that offers a full array of legal services, helping businesses, governments and individuals find solutions to legal problems involved in entrepreneurial start-ups, tax, merger and acquisition, and other business practice areas. The client base includes international Fortune 500 companies and everything in between. Attorneys enjoy a friendly, relaxed work environment and receive market salaries.