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A bit about us:

Top-tier regional law firm (100+ attorneys) seeks an experienced Trust & Estate Associate to join their sophisticated private client services practice. This role offers the opportunity to work with high-net-worth individuals and families in a collaborative, multi-disciplinary environment.

Why join us?

  • Competitive base salary plus strong bonus potential
  • Comprehensive benefits package
  • Hybrid work arrangement
  • Sophisticated practice in a collaborative environment
  • Exposure to complex family wealth preservation strategies
  • Professional development opportunities within a multi-disciplinary team

Job Details

Requirements:
  • 4-6 years of experience in trust and estate planning
  • LLM in Tax required
  • Florida Bar admission required
  • Experience from established mid-size or large law firm
  • Strong academic credentials
  • Experience with estate planning, trust administration, and tax matters
  • Excellent client communication skills

Primary Responsibilities:
  • Draft and implement comprehensive estate plans focusing on wealth preservation and transfer
  • Structure ownership arrangements for family businesses and closely-held entities
  • Handle estate and trust administration matters
  • Assist with tax planning strategies for individuals and family offices
  • Work with high-net-worth clients on multi-generational planning
  • Collaborate with firm's tax, corporate, and litigation teams
  • Support family office services initiatives
  • Participate in business succession planning

Join an established practice group working with high-net-worth families and their businesses across multiple disciplines.

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