Senior Associate - Private Client Services - Sarasota

About the role

Shutts & Bowen LLP is a full-service, AmLaw 200 law firm with offices across Florida. It provides legal services in over 30 practice areas to businesses and individuals locally, nationally, and internationally. The firm's attorneys work in an environment that values individual contributions, offering them autonomy and freedom to serve their clients effectively.

Responsibilities

• Provide high-quality legal services in areas including estate planning, estate and gift taxation, estate and trust administration, and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.
• Develop and implement comprehensive estate plans for clients, ensuring compliance with tax laws and regulations.
• Advise clients on estate and trust administration, including probate, trust termination, and distribution of assets.
• Collaborate with other attorneys and professionals to provide holistic legal solutions to complex client needs.
• Stay updated on changes in estate planning and tax laws, and apply this knowledge to advise clients effectively.
• Prepare and review estate planning documents, including wills, trusts, powers of attorney, and living wills.
• Manage a caseload of estate planning and trust administration matters, ensuring timely and accurate completion of tasks.
• Conduct initial consultations with clients to understand their estate planning goals and objectives.
• Communicate effectively with clients, colleagues, and third-party professionals to ensure clear understanding and implementation of estate planning strategies.
• Participate in professional development activities to enhance skills and knowledge in estate planning and tax law.
• Assist in training and mentoring junior attorneys to foster a culture of continuous learning and growth within the firm.

Requirements

• At least 5-7 years of relevant experience in estate planning, estate and gift taxation, estate and trust administration, and related services to individuals, charitable organizations, foundations, and corporate fiduciaries.
• An LLM in Tax or Estate Planning is required.
• Board Certification in Wills, Trusts and Estates is preferred.
• A member of the Florida Bar is required.