Private Client Trusts & Estates Associate/Senior Associate

Job Overview

A prestigious law firm is seeking a Private Client Trusts & Estates Associate or Senior Associate with a minimum of 5 years of experience to join its nationally recognized Private Client Department. This opportunity offers the chance to work alongside a talented team advising high-net-worth individuals and families, fiduciaries, family-owned businesses, and tax-exempt entities on complex trusts and estates matters.

Location

• Boca Raton, FL

Duties

• Handle sophisticated private client matters involving trusts and estates

• Advise on high-net-worth trust and estate planning and administration

• Navigate domestic estate planning, including:

  • Succession planning

  • Lifetime giving

  • Estate and income taxation

  • Charitable giving

  • Estate planning for retirement assets

  • Tax-efficient family wealth transfer strategies

• Collaborate with probate and tax litigation teams and the Family Office practice group

• Develop creative solutions to meet client needs

• Provide excellent technical, professional, and client service support

Requirements

• Minimum of 5 years of demonstrated experience in trusts and estates law

• Strong technical skills in private client and tax/succession planning matters

• Outstanding written and verbal communication abilities

• Exceptional client service focus

• Ability to work independently and proactively

• Team-oriented with a strong emphasis on collaboration

• Effective and efficient problem-solving capabilities

• Member in good standing with the Florida State Bar

Education

• Juris Doctor (J.D.) degree from an accredited law school

Certifications

• Admission to the Florida State Bar is required

Skills

• Advanced knowledge of federal and state tax laws

• Expertise in domestic and high-net-worth estate planning

• Succession planning and wealth transfer strategy development

• Advocacy and negotiation skills

• Strong organizational and project management abilities

Benefits

• Hybrid work arrangement (remote two days a week)

• Collaborative and supportive team environment

• Professional development opportunities

• Potential path to partnership

• Mentorship from nationally recognized leaders in private wealth law

• Work on sophisticated, high-profile legal matters

This law firm was founded a few years ago and offers individual intention and innovative solutions. Their areas of practice include energy and utilities, financial services, real estate, environmental, insurance, intellectual property, healthcare, and manufacturing. Their offices are located across New Jersey, Connecticut, Massachusetts, New York, Florida, and Washington DC.