Attorney, Business Plan, Communication Skills, Customer Relations, Dental Insurance, Estate Planning, High Net Worth, Interpersonal Skills, Probate, Succession Planning, Tax Planning, Tax Returns, Team Player, Vision Plan, Wealth Management
Trust And Estate Planning Attorney
Our client, is seeking a Trust and Estate Planning Attorney to join its highly reputable Firm. This opportunity is available in 2 locations with distinct compensation ranges.
Position Overview
The firm is seeking an associate with 1 to 3years of experience in trust and estate planning. Candidates completing an accredited LLM in Taxation program will also be considered in lieu of traditional experience. This role involves advising individuals, businesses, and charitable organizations on a broad range of sophisticated estate planning, trust administration, and wealth management matters.
Key Responsibilities
- Draft complex estate planning documents for high net worth individuals
- Prepare business succession planning documents
- Draft and structure charitable giving strategies and documents
- Counsel clients on income, gift, estate, and generation skipping transfer tax matters
- Support estate and trust administration processes
- Assist with probate proceedings for taxable and non taxable estates
- Prepare federal gift and estate tax returns
- Support planning for tax exempt organizations
Qualifications
- JD from an ABA accredited law school
- 1 to 3 years of relevant experience or completion of an LLM in Taxation
- Strong experience drafting complex estate planning and succession documents
- Knowledge of estate, gift, and transfer tax planning
- Excellent drafting, communication, and interpersonal skills
- Strong academic credentials required
Additional Requirement For Tampa Candidates
- Active membership in good standing with the Florida/WI Bar
What The Firm Offers
- Collaborative and collegial work environment
- Opportunity to build a long term practice with meaningful client interaction
- Exposure to sophisticated and high value client matters
- Competitive compensation aligned with market
Benefits
- Medical, dental, and vision insurance
- 401 k retirement plan
- Disability and life insurance
- Adoption assistance
- Backup care for dependents
Application Process
Interested candidates should submit a resume and law school transcript.