Real Estate and Estate Planning Associate

Job Overview

A law firm seeks a Real Estate and Estate Planning Associate in Palm Beach, FL. This role offers a mid-level attorney the chance to engage in sophisticated real estate transactions for high-net-worth clients, focusing on private client and estate planning matters.

Duties

• Collaborate with estate planning attorneys on wealth transfer strategies and tax-efficient structuring.
• Advise private clients and trusts on real estate acquisitions, dispositions, and financings.
• Structure and negotiate transactions involving estate planning vehicles like trusts and LLCs.
• Draft and negotiate purchase and sale agreements, leases, and loan documents.
• Conduct due diligence on real property assets within trusts and estates.
• Coordinate with external parties to ensure smooth transaction closings.

Requirements

• Admission to the Florida Bar.
• 4-6 years of experience in real estate transactions with exposure to private client or estate planning.
• Strong understanding of real property wealth preservation structures.
• Experience drafting and negotiating transaction documents independently.
• Familiarity with tax considerations for real estate in trusts and estates.
• Experience resolving complex title defects.
• Excellent communication and interpersonal skills.
• Strong organizational skills to manage multiple transactions.

Education

• Juris Doctor (JD) degree.

Certifications

• Florida Bar admission.

Skills

• Client-service orientation for building relationships with high-net-worth individuals.
• Experience with 1031 exchanges and real estate development matters preferred.

Benefits

• Professional development opportunities.
• Exceptional benefits plans.