Trusts And Estates Associate Attorney

Job Overview

A law firm is seeking a highly skilled and motivated Trusts and Estates Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 3-6 years of experience in complex estate planning, asset protection planning, trust and estate settlement, and taxation. The candidate should also possess an LL.M. in Estate Planning or Taxation and be a member of The Florida Bar.

Duties and Responsibilities

• Develop and implement sophisticated estate plans tailored to clients' needs, including complex estate planning and asset protection strategies.
• Handle trust and estate administration matters, including settlement and distribution of estates.
• Provide counsel on tax implications of estate planning and execute tax-efficient planning strategies.
• Advise clients on probate processes and represent them in probate court proceedings when necessary.
• Draft, review, and revise estate planning documents such as wills, trusts, powers of attorney, and health care directives.
• Assist clients with wealth transfer strategies, including lifetime gifting and charitable giving plans.
• Conduct legal research and stay updated on changes in estate and tax laws to provide accurate and current advice to clients.
• Collaborate with other attorneys, accountants, and financial advisors to ensure comprehensive and integrated estate plans.
• Participate in business development activities, including client presentations, seminars, and networking events.
• Maintain and build strong client relationships through exceptional service and proactive communication.

Requirements

• Minimum of 3-6 years of experience in trusts and estates law.
• Proven experience in complex estate planning, asset protection planning, trust and estate settlement, and taxation.
• Strong understanding of tax laws related to estate planning and the ability to apply this knowledge in practice.
• Excellent legal research, analytical, and drafting skills.
• Superior interpersonal and communication skills, with the ability to interact effectively with clients, colleagues, and other professionals.
• High level of professionalism, integrity, and confidentiality.
• Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.

Education and Certifications

• Juris Doctorate from an ABA-accredited law school.
• LL.M. in Estate Planning or Taxation is required.
• Active membership in The Florida Bar.

Preferred Skills and Experience

• Experience with international estate planning is considered a plus.
• Proficiency in legal research tools and estate planning software.
• Strong client service orientation and business development skills.
• Ability to work independently and as part of a collaborative team.

Job Location

• Orlando, FL

This AmLaw firm is well-known for their banking sector, representing all 10 U.S. bank holding companies. Specializing in its Latin America practice, this firm prioritizes and provides diversity and inclusion amongst its associates. This firm has also obtained numerous accolades including a perfect score through the Human Rights Campaign's Corporate Equality Index for Best Place to Work for LGBT Equality two years in a row, Top 25 For Female Partners by The American Lawyer, and Top 60 Firms For Diversity by The American Lawyer's Diversity Scoreboard.