Trusts and Estates Associate

Job Overview:
A well-established law firm is seeking a Trusts & Estates Associate to join its Private Clients Group in Bonita Springs, Florida. This partnership-track position is ideal for an attorney with 2 to 7 years of experience in estate planning and trust administration, particularly working with high-net-worth individuals and families. The role offers the opportunity to gain hands-on experience with sophisticated matters while collaborating with a long-tenured and collegial team. The firm is committed to succession planning and is looking for an attorney interested in long-term professional growth.

Location:

• Bonita Springs, Florida

Duties:

• Participate in client meetings and consultations

• Draft a variety of estate planning documents, including:

  • Wills

  • Revocable and irrevocable trusts

  • Powers of attorney

• Collaborate with paralegals, fiduciary accountants, and attorneys on probate and trust administration

• Prepare and/or review:

  • Gift tax returns

  • Estate tax returns

  • Fiduciary income tax returns

• Conduct legal and tax research

• Assist clients and attorneys with charitable planning strategies

Requirements:

• 2 to 7 years of relevant experience in estate planning and trust/estate administration

• Experience advising high-net-worth individuals and families

• Ability to manage complex client matters with attention to detail

• Willingness to pursue long-term professional development within the firm

Education:

• Juris Doctor (JD) from an accredited law school

• LL.M. in Taxation or Estate Planning preferred

Certifications:

• Admission to the Florida Bar (or willingness to become admitted)

Skills:

• Strong legal research and writing skills

• Excellent oral communication and interpersonal abilities

• Proficiency in tax and estate planning concepts

• Ability to work both independently and collaboratively

• Detail-oriented and organized with strong analytical skills

Benefits:

• Partnership-track opportunity

• Work on complex and sophisticated estate planning matters

• Long-term career development with a supportive and experienced team

• Competitive compensation (specific details not provided)

This Bonita Springs branch office of a large and more than 100 year old firm specializes in tax, audit and offshore work primarily but recently has been expanding its presence in the Health Law practice area. Attorneys rave about the firm's friendly, laid-back atmosphere, its excellent support services and competitive pay scales.