Estate and Trust Attorney

A law firm located in Lakewood, FL, is seeking an experienced Estate and Trust Attorney with a focus on estate planning, trust administration, probate, and tax filings. The ideal candidate will have at least 2 years of experience in estate planning and tax filings, an LLM in Taxation, and proficiency in drafting basic estate plans and corporate planning documents.

Duties:

• Draft basic estate plans, including wills, revocable trusts, advanced healthcare directives, and powers of attorney, ensuring compliance with legal requirements and client objectives.
• Provide knowledge and expertise in corporate planning matters, including entity formation, governance, and succession planning.
• Collaborate closely with support paralegals and senior attorneys to assist with trust administration, probate proceedings, and advanced estate planning strategies.
• Handle tax filings related to estates, trusts, and other related matters, leveraging knowledge of tax laws and regulations.
• Conduct legal research and analysis to support estate planning strategies, tax planning, and compliance efforts.
• Communicate effectively with clients to assess their needs, provide legal advice, and address any concerns or questions.
• Assist in the preparation and review of legal documents, contracts, and agreements related to estate planning and corporate matters.
• Stay updated on changes in estate planning laws, tax regulations, and industry trends to ensure compliance and provide informed advice.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• LLM in Taxation from an accredited institution.
• Admission to the state bar and in good standing with relevant bar association(s).
• Minimum of 2 years of experience in estate planning and tax filings, preferably within a law firm setting.
• Strong understanding of estate planning principles, trust administration, probate proceedings, and tax laws.
• Excellent drafting skills, with the ability to prepare clear and comprehensive legal documents.
• Proficiency in legal research and analysis, with the ability to interpret complex statutes and regulations.
• Effective communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational skills, able to manage multiple tasks and priorities efficiently.

Education:

• Juris Doctor (J.D.) degree from an accredited law school.
• LLM in Taxation from an accredited institution.

Skills:

• Estate planning
• Trust administration
• Probate proceedings
• Tax filings and compliance
• Legal research and analysis
• Drafting legal documents
• Client communication
• Corporate planning

This firm has four office locations in Florida, including Lakewood Ranch, Sarasota, Bradenton, and St. Petersburg. The goal of this law firm is to provide the highest quality legal representation as well as maintain small firm commitment and economics. The employees of this firm are strongly committed to providing top quality, cost effective, and efficient legal services to each client. The firm offers a wide range of practice areas, including condominium and homeowners association law, estate planning and taxation, trust and estates administration, probate, real estate law and title work, corporation and business law, planning/zoning and land use law, and litigation.