Trust & Estate Attorney - West Palm Beach, FL

About the role

The ideal candidate will have four to ten years of experience and a well-rounded background across estate planning, tax planning, probate, and trust and estate administration. This role is suited for an attorney interested in developing as a trusted adviser to individuals and families with a wide range of planning needs, delivering practical strategies that address both short- and long-term goals.

Responsibilities

• Develop and implement personalized estate plans for clients across a broad range of wealth levels and planning objectives.
• Draft and review wills, trusts, powers of attorney, and healthcare directives.
• Provide counsel on tax-efficient strategies for estate and wealth transfer planning.
• Prepare and file estate tax and gift tax returns in compliance with federal and state regulations.
• Aid in trust and estate administration matters as part of a collaborative team environment.
• Contribute to a high-volume practice requiring flexibility and willingness to assist across a wide range of matters as needs evolve.
• Assist in the creation and/or restructuring of family offices and gain exposure to advanced planning techniques, including QSBS planning and other sophisticated strategies.
• Build and maintain strong client relationships, understanding varied family and financial dynamics while supporting long-term client objectives on a national platform.

Qualifications

• Juris Doctorate (JD) required.
• Must be licensed to practice law in the State of Florida.
• LL.M. in Taxation is a plus.
• Excellent drafting, analytical, and interpersonal skills required.
• Ability to manage complex matters with professionalism and sound judgment required.

Skills & Abilities

• Knowledge of estate planning, tax planning, probate, and trust and estate administration.
• Experience with drafting and reviewing legal documents.
• Proficiency in tax law and regulatory compliance.
• Strong communication and interpersonal skills.
• Ability to handle multiple tasks and projects simultaneously.
• Understanding of advanced estate planning techniques and strategies.

Benefits

For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (foxrothschild.com).