Trust and Estates Associate Job in Naples, FL Near Me - 400359 | BCGSearch.com

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Trust and Estates Associate

Type Full-Time

Location Florida - Naples

Job ID ZYKF400359

Experience Level Senior Associate

Job Experience Min. 6 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2026-05-08 01:06:16
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Job Overview

A law firm seeks a highly experienced attorney to join the Trust, Estate & Wealth Preservation group in Naples, Florida. The position addresses succession planning and growth needs, focusing on clients with taxable estates and multi-generational wealth transfer.

Duties

  • Manage direct client relationships and responsibilities.
  • Plan and draft estate documents for clients with taxable estates.
  • Facilitate the transfer of wealth using GST-exempt trusts, GRATs, SLATs, and IDGTs.
  • Conduct post-mortem administration.
  • Prepare and review tax returns, including Forms 706, 709, and 1041.

Requirements

  • Minimum of 6 years of relevant experience.
  • Strong interpersonal and collaborative skills.
  • Ability to deliver high-quality client services.
  • Florida Bar admission required.

Education

  • Juris Doctor (JD) degree.

Certifications

  • Licensed to practice law in Florida.

Skills

  • Expertise in estate planning and wealth preservation.
  • Proficiency in tax return preparation and review.
  • Strong client management abilities.

Benefits

  • Competitive benefits package.

This small Florida office is part of a large national firm that offers a full array of legal services, helping businesses, governments and individuals find solutions to legal problems involved in entrepreneurial start-ups, tax, merger and acquisition, and other business practice areas. The client base includes international Fortune 500 companies and everything in between. Attorneys enjoy a friendly, relaxed work environment and receive market salaries.

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.

Date Last Confirmed

05-08-2026

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