Estate Planning Associate

Job Overview

A law firm seeks an estate planning associate for their Orlando, FL office. The ideal candidate will have 3 to 5 years of experience in high net worth planning, with a focus on drafting estate planning documents and tax mitigation strategies. This role requires a substantial presence in the office and strong client communication skills.

Duties

• Draft revocable and irrevocable trusts and other estate planning documents.
• Develop and implement tax mitigation strategies.
• Engage in charitable planning for clients.
• Collaborate closely with clients to address their goals.

Requirements

• 3 to 5 years of experience in estate planning.
• Strong experience in drafting estate planning documents.
• Comfortable working closely with clients.

Education

• LL.M. in Tax.

Certifications

• None specified.

Skills

• Excellent communication skills.
• Ability to work collaboratively in a team environment.

Benefits

• Medical, dental, and vision insurance.
• Short-term and long-term disability insurance.
• Life insurance.
• AFLAC supplemental options.
• 401(k) retirement plan.
• Wellness plan.

This Florida law firm was founded over a decade ago to provide excellent service and lasting relationships. Their areas of practice include banking, finance, association, labor, employment, tax law, trademarks, copyrights, real estate, creditors' rights, construction, and more. Their offices are located in Orlando, Tavares, DeLand, and Daytona Beach.