Senior Trust and Estates Associate Attorney

A law firm in Naples is seeking a Senior Trust and Estates Associate Attorney with substantial experience in estate planning and administration. The ideal candidate will have 5+ years of hands-on experience managing client relationships and handling complex estate planning matters.

Duties and Responsibilities:

• Provide comprehensive estate planning services to clients with taxable estates, focusing on multi-generational wealth transfer strategies.
• Draft and implement various estate planning instruments, including GST-exempt trusts, GRATs, SLATs, and IDGTs.
• Handle post-mortem administration and estate settlement processes efficiently.
• Prepare and review tax returns such as Forms 706 (Estate Tax), 709 (Gift Tax), and 1041 (Trust and Estate Income Tax).
• Advise clients on sophisticated wealth preservation and asset protection strategies.
• Collaborate closely with firm partners and colleagues to deliver high-quality legal services and maintain client satisfaction.
• Stay updated with changes in tax laws and regulations affecting estate planning.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Florida Bar is required.
• 5+ years of experience practicing in the field of trust and estates law.
• Proven track record of managing complex estate planning matters independently.
• Strong understanding of tax implications related to estate planning and administration.
• Excellent communication skills, both written and verbal.
• Ability to work effectively in a team-oriented environment and collaborate across different practice areas.
• Exceptional client management skills and a commitment to providing personalized service.

Preferred Skills:

• Advanced degree in taxation (LL.M. in Taxation) is a plus.
• Experience working with high-net-worth clients and family-owned businesses.

Benefits:

• Competitive salary commensurate with experience.
• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Professional development opportunities and ongoing training.
• Relocation assistance may be provided for the right candidate.

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.