Senior Trusts & Estates Attorney
Williams Parker · Sarasota, FL · 4 days ago
HybridFull-time
About the role
Williams Parker, the region's oldest law firm founded in 1925 and home to one of Florida's largest and most respected Trusts & Estates practices, is seeking an accomplished Trusts & Estates Attorney with approximately 8-10 years of private practice experience to join our highly regarded team.
Responsibilities
- Advising high-net-worth individuals, multi-generational families, business owners, and fiduciaries on sophisticated estate planning, wealth preservation, and succession strategies
- Designing and implementing complex estate plans utilizing wills, revocable and irrevocable trusts, charitable planning vehicles, family business succession structures, and advanced wealth transfer techniques
- Preparing and reviewing sophisticated estate planning documents, including wills, trusts, powers of attorney, health care advance directives, and related instruments
- Counseling clients regarding estate, gift, and generation-skipping transfer tax planning strategies, including federal estate and gift tax return matters, Forms 706 and 709
- Advising trustees, personal representatives, beneficiaries, family offices, and other fiduciaries on trust and estate administration matters
- Structuring and implementing advanced planning techniques involving SLATs, GRATs, QPRTs, irrevocable trusts, family limited partnerships, private foundations, and other sophisticated wealth transfer strategies
- Collaborating with clients' accountants, financial advisors, family offices, and other professional advisors to develop integrated planning solutions
- Collaborating with attorneys across corporate, real estate, labor & employment, and litigation practices to provide comprehensive counsel to clients and their families
- Building and maintaining trusted advisor relationships with clients, their families, and their professional advisors
Requirements
- Juris Doctor degree from an ABA-accredited law school
- Member of The Florida Bar in good standing or eligible for admission
- Willingness to sit for the Florida Bar Exam in the near future if not already licensed in Florida
- Florida Bar Board Certification in Wills, Trusts & Estates or a related specialty is preferred
- LL.M. in Taxation is strongly preferred, although comparable experience may be considered
- Approximately 8-10 years of private practice experience with a substantial focus on trusts, estates, transfer tax planning, and private client services
- Significant experience advising high-net-worth individuals, families, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, succession planning, and trust and estate administration matters
- Experience serving as the primary drafting or handling attorney on complex taxable estate matters, including Forms 706 and 709, related audits, and estate, gift, generation-skipping transfer tax, and fiduciary income tax issues
- Significant experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care advance directives, and related planning instruments
- Demonstrated experience designing and implementing advanced wealth transfer strategies, including irrevocable trusts, SLATs, GRATs, QPRTs, family limited partnerships, private foundations, and related planning structures
- Experience advising fiduciaries in trust and estate administration matters and working with high-net-worth individuals, families, and closely held business owners on succession and transition planning
Benefits
Williams Parker offers accomplished Trusts & Estates attorneys the opportunity to practice within one of the region's premier private wealth platforms. Attorneys benefit from a substantial base of long-standing client relationships, sophisticated taxable estate planning work, and collaboration with experienced practitioners who regularly advise high-net-worth individuals, multi-generational families, fiduciaries, and closely held businesses. We offer:
- A premier Trusts & Estates platform with one of the largest private wealth practices in the region
- Sophisticated estate planning, wealth transfer, trust administration, and transfer tax planning work
- Deep relationships with multi-generational families, business owners, trustees, family offices, accountants, and financial advisors
- The opportunity to work alongside highly experienced private wealth practitioners on some of the region's most sophisticated planning matters
- A collaborative culture that emphasizes technical excellence, knowledge sharing, and exceptional client service
- Strong administrative, marketing, technology, and knowledge-management resources that support efficient practice management, collaboration, and client service
- A market-leading compensation and a competitive total rewards package
- Health, dental, vision, disability, and life insurance
- Employee Savings Plan and 401(k) with employer contributions