Private Client Trusts and Estates Associate Attorney Job in West Palm Beach, FL Near Me - 353375 | BCGSearch.com

Private Client Trusts and Estates Associate Attorney

Type Full-Time

Location Florida - West Palm Beach

Job ID I9P9353375

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 6 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2024-11-13 22:28:22

Job Overview: An established law firm is seeking an experienced Associate Attorney specializing in Trusts and Estates to join its Private Client Department. The position involves working on sophisticated estate planning, trust administration, and tax-efficient family wealth transfer strategies. Candidates should have a strong background in estate and trust administration with a commitment to exceptional client service.

Location:

  • West Palm Beach, FL

Duties:

  • Assist clients with estate planning, trust, and estate administration
  • Develop tax-efficient family wealth transfer strategies, including business succession and asset protection planning
  • Manage estate and trust administration matters in and out of the Florida court system
  • Collaborate with team members on high-net-worth client matters involving trusts and estates
  • Maintain up-to-date knowledge of relevant Florida state and federal tax laws

Requirements:

  • Minimum of 3-6 years of experience in sophisticated trusts and estates matters, including tax and succession planning
  • Excellent client service skills with a high standard of professionalism
  • Strong written and verbal communication skills, with an emphasis on advocacy
  • Team-oriented with a collaborative approach to problem-solving
  • Ability to work independently and proactively, developing creative solutions for client needs

Education:

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

Certifications:

  • Active member of the Florida State Bar in good standing

Skills:

  • Proficiency in estate planning and trust administration
  • In-depth understanding of tax-efficient wealth transfer and asset protection strategies
  • Ability to manage complex client relationships and deliver high-quality counsel
  • Effective analytical and problem-solving skills with attention to detail

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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