Trusts and Estates Associate

Job Overview

A law firm seeks a Trusts and Estates Associate for their Naples, FL office. This role offers the chance to work with a team-oriented group, gaining experience in sophisticated estate planning, drafting, and administration. The position involves direct client interaction with high net worth individuals, families, family offices, closely held businesses, and national charities and foundations.

Duties

• Engage in estate planning and estate administration tasks.
• Draft legal documents related to trusts and estates.
• Collaborate with clients to understand their needs and provide solutions.
• Work closely with a team to manage client portfolios.

Requirements

• 3-4 years of experience in estate planning and administration.
• Admission to the Florida Bar or willingness to become admitted.
• New York Bar admission preferred but not required.
• Strong academic credentials with tax skills.
• Excellent written and oral communication skills.
• Strong interpersonal skills and a collaborative work approach.

Education

• Juris Doctor (JD) degree.
• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Florida Bar admission.

Skills

• Detail-oriented and self-motivated.
• Strong interpersonal and communication skills.
• Ability to work collaboratively in a team environment.

Benefits

• Opportunity to work with a significant private client base.

This Naples office of a New England law firm in business over 100 years specializes in tax, audit and offshore matters but recently has emerged as a significant player in Healthcare law as well. Its attorneys rave about the collegial environment and competitive pay scale.