Trust and Estates Attorney

A law firm in Naples is seeking a Trust and Estates Attorney with a full portable practice of a minimum of $250,000 and strong business development acumen. The ideal candidate will have 10+ years of experience with direct client management responsibilities, specializing in planning and drafting for clients with taxable estates. This includes the transfer of multi-generational wealth through complex estate planning instruments such as GST-exempt trusts, GRATs, SLATs, IDGTs, and others. Experience in post-mortem administration and tax return preparation or review (Forms 706, 709, and 1041) is required. Florida Bar admission is essential.

Duties:

• Manage a full range of estate planning matters for high-net-worth clients.
• Draft and implement complex estate planning documents, including trusts and other vehicles for wealth transfer.
• Advise clients on strategies to minimize estate and gift tax liabilities.
• Handle post-mortem administration of estates, including probate and trust administration.
• Prepare and review tax returns related to estate planning and administration (Forms 706, 709, 1041).
• Provide legal counsel on asset protection and succession planning.
• Collaborate effectively with colleagues across different practice areas within the firm.
• Develop and maintain strong client relationships through exceptional service and personalized advice.
• Participate actively in business development and marketing initiatives to expand the firm's client base.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Florida Bar.
• Minimum of 10 years of experience practicing in trust and estates law.
• Proven track record of managing a portable practice of at least $250,000.
• Expertise in drafting complex estate planning documents and handling related tax matters.
• Direct client management experience with high-net-worth individuals and families.
• Strong interpersonal skills and ability to collaborate effectively within a team.
• Exceptional organizational skills with attention to detail and accuracy.
• Business development acumen and ability to generate new business opportunities.

Education:

• Juris Doctor (JD) degree from an ABA-accredited law school.

Certifications:

• Admission to the Florida Bar.

Skills:

• Comprehensive knowledge of estate planning techniques and tax laws.
• Ability to analyze complex legal and financial issues.
• Excellent verbal and written communication skills.
• Proficiency in legal research and drafting legal documents.
• Strong business acumen and client relationship management skills.
• Commitment to delivering high-quality legal services and client satisfaction.

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.