Private Client Trusts and Estates Associate Attorney

Job Overview: A prestigious law firm is seeking a skilled Trusts & Estates Associate Attorney to support its Private Client Department in Florida. This role involves advising high-net-worth clients on complex estate planning, tax, business succession, and asset protection strategies, as well as trust and estate administration. The ideal candidate has a solid background in trusts and estates, with strong technical and client service skills.

Location:

• Hartford, CT

Duties:

• Provide counsel on sophisticated estate planning, trust administration, and tax-efficient family wealth transfer strategies
• Manage all aspects of estate and trust administration, including representation in Florida court matters as needed
• Develop customized asset protection and business succession plans for clients
• Collaborate with other attorneys and professionals to serve clients’ varied legal and financial needs
• Maintain and update knowledge of Florida state and federal tax laws relevant to trusts and estates

Requirements:

• 3-6 years of experience in private client matters, specifically in trusts, estates, tax, and succession planning
• Demonstrated client service skills and a commitment to professionalism
• Excellent written and verbal communication skills, with a strong focus on client advocacy
• Team-oriented with a proactive approach to problem-solving and developing client solutions
• Member of the Florida State Bar in good standing

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Active membership in the Florida State Bar

Skills:

• Proficiency in estate planning, trust administration, and tax planning
• Strong analytical and strategic thinking abilities
• Effective in client communication and relationship management
• High attention to detail with exceptional organizational skills

This law firm was founded a few years ago and offers individual intention and innovative solutions. Their areas of practice include energy and utilities, financial services, real estate, environmental, insurance, intellectual property, healthcare, and manufacturing. Their offices are located across New Jersey, Connecticut, Massachusetts, New York, Florida, and Washington DC.