Estate Planning Attorney

Capstone Search Partners
  • Jacksonville, Florida
    30+ days ago

    Job Description

    The Opportunity: Estate Planning Attorney 
    Email resumes to: Hayley.christina@capstonesp.com
     
    Our client, a highly respected and nationally recognized law firm, is seeking an exceptional Estate Planning Attorney with a strong focus on tax planning to join its sophisticated Trusts & Estates practice. This is a unique opportunity to work with high-net-worth individuals, families, and closely held businesses on complex estate, gift, and generation-skipping transfer tax matters.
     
    The ideal candidate will bring 3 to 6 years of experience in estate planning, tax structuring, and wealth preservation strategies. This role involves high-level client interaction, cross-department collaboration, and the chance to contribute to a market-leading practice known for its integrity, innovation, and results.
     
    Key Responsibilities:
    • Advise clients on estate, gift, income, and generation-skipping transfer tax strategies
    • Draft and review sophisticated estate planning documents, including irrevocable trusts, GRATs, IDGTs, FLPs, and charitable trusts
    • Develop and implement wealth transfer strategies for high-net-worth individuals and family offices
    • Provide legal guidance on tax-efficient succession planning for family-owned businesses
    • Support the firm’s fiduciary administration practice as needed, including probate and trust administration
    • Collaborate with other attorneys in tax, corporate, and real estate practice groups
    • Maintain up-to-date knowledge of federal and state tax laws affecting estate planning
    Qualifications:
    • J.D. from an accredited U.S. law school and admission to at least one U.S. state bar (preferably [insert state])
    • 3–6 years of experience in estate planning and transfer tax law at a law firm or boutique estate planning practice
    • LL.M. in Taxation preferred but not required
    • Deep understanding of federal income and transfer tax rules applicable to individuals, trusts, and estates
    • Demonstrated excellence in drafting complex estate planning instruments
    • Strong interpersonal and client-relations skills, with a high degree of professionalism
    • Exceptional analytical, research, and written communication abilities

    Numbers & Facts

    LocationJacksonville, Florida

    Skills

    • Analysis Skillsunmatched
    • Attorneyunmatched
    • Communication Skillsunmatched
    • Corporate Taxunmatched
    • Customer Relationsunmatched
    • Estate Planningunmatched
    • Family Planningunmatched
    • Federal Laws and Regulationsunmatched
    • Fiduciaryunmatched
    • High Net Worthunmatched
    • Income Taxunmatched
    • Interpersonal Skillsunmatched
    • Legalunmatched
    • Probateunmatched
    • Real Estateunmatched
    • State Laws and Regulationsunmatched
    • State Taxunmatched
    • Succession Planningunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Writing Skillsunmatched

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