Trust & Estate Associate

Job Details

• This Jobot Job is hosted by: Jake Vogel

Qualifications

• J.D. from an accredited law school
• Active membership in good standing with The Florida Bar
• 3+ years of trusts and estates experience preferred, though attorneys with more significant experience are encouraged to apply
• Experience with estate planning, probate administration, and trust administration matters
• Knowledge of federal estate, gift, and generation-skipping transfer tax principles
• Strong drafting, analytical, and communication skills
• Ability to manage client matters independently while working collaboratively within a team environment

Responsibilities

• Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments
• Advise clients on wealth transfer strategies, gift and estate tax planning, asset protection, and business succession planning
• Counsel fiduciaries regarding trust and estate administration matters
• Handle probate and trust administration proceedings from inception through completion
• Assist family-owned businesses with succession planning and generational wealth transfer strategies
• Collaborate with attorneys in tax, corporate, real estate, and litigation practice groups to provide comprehensive client service
• Conduct legal research and provide strategic guidance regarding federal and Florida estate, gift, trust, and probate laws
• Develop and maintain strong client relationships while contributing to the growth of the firm's Trusts & Estates practice
• Participate in networking, business development, and community engagement activities

Benefits

• Profit Sharing Plan
• 401K
• Excellent Health Benefits
• Mentorship & Growth
• Free Parking
• Employee Assistance Program

Pay

$140,000 - $160,000 per year

Schedule

N/A

Skills

Not specified

Requirements

Not specified

Company Info

A bit about us: We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida. Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients. We believe it is very important to understand the tenets that we follow in our relationships with our clients. These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation. We hold ourselves to the highest standards of our profession. Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us.

About the Role

The only result that we will accept is the one that our clients expect us to deliver.

Why Join Us?

• Profit Sharing Plan
• 401K
• Excellent Health Benefits
• Mentorship & Growth
• Free Parking
• Employee Assistance Program

Interested in Hearing More?

Easy Apply now by clicking the "Easy Apply" button.

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