Senior Estate Planning Attorney Job in Boca Raton, FL Near Me - 193228 | BCGSearch.com

Senior Estate Planning Attorney

Type Full-Time

Location Florida - Boca Raton

Job ID JT1X193228

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 18 Years

Ranking 1 : Mostly Consumer $

Estimated Salary Consumer Facing Salary (Tends to be on Lower End to Lowest in Market (Varies by Firm))

Practice Areas Trusts and EstatesLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2020-11-17 21:16:45

Boca Raton office of our client seeks senior estate planning attorney with 5+ years of experience in providing estate or private wealth services (preferably in advising high net worth clients). The candidate will meet with clients regarding estate/entity/business succession planning, asset protection and/or wealth preservation goals and objectives. Will design customized estate plans to achieve their goals. Draft and review legal documents. Conduct full estate reviews, entity reviews and provide sophisticated tax planning advice to high net worth clients. Create and oversee the preparation of memoranda regarding complex tax, estate planning, business planning, and offshore structuring issues to back up positions the firm recommends to clients. Mentor and oversee staff and workflow. Engage in marketing and business development. Should be proficient in Microsoft Word, Excel and PowerPoint. Experience with relevant firm software programs such as Time Matters, Wealth Counsel is preferred. Must comply with all regulatory requirements and remain in good standing with the Bar association and/or professional boards. Should be licensed to practice in Florida. An LL.M. Degree in Tax or Estate Planning is preferred. Board Certified in Wills, Trusts and Estates is preferred.

The candidate should have excellent oral and written communication skills. Must have Juris Doctorate Degree.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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