Trusts And Estates Associate Attorney

2-10 yrs required

Full-time

No

Job Overview

A law firm is seeking a highly skilled and motivated Trusts and Estates Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 3-6 years of experience in complex estate planning, asset protection planning, trust and estate settlement, and taxation. The candidate should also possess an . in Estate Planning or Taxation and be a member of The Florida Bar.

Duties and Responsibilities

• Develop and implement sophisticated estate plans tailored to clients' needs, including complex estate planning and asset protection strategies.
• Handle trust and estate administration matters, including settlement and distribution of estates.
• Provide counsel on tax implications of estate planning and execute tax-efficient planning strategies.
• Advise clients on probate processes and represent them in probate court proceedings when necessary.
• Draft, review, and revise estate planning documents such as wills, trusts, powers of attorney, and health care directives.
• Assist clients with wealth transfer strategies, including lifetime gifting and charitable giving plans.
• Conduct legal research and stay updated on changes in estate and tax laws to provide accurate and current advice to clients.
• Collaborate with other attorneys, accountants, and financial advisors to ensure comprehensive and integrated estate plans.
• Participate in business development activities, including client presentations, seminars, and networking events.
• Maintain and build strong client relationships through exceptional service and proactive communication.

Requirements

• Minimum of 3-6 years of experience in trusts and estates law.
• Proven experience in complex estate planning, asset protection planning, trust and estate settlement, and taxation.
• Strong understanding of tax laws related to estate planning and the ability to apply this knowledge in practice.
• Excellent legal research, analytical, and drafting skills.
• Superior interpersonal and communication skills, with the ability to interact effectively with clients, colleagues, and other professionals.
• High level of professionalism, integrity, and confidentiality.
• Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.

Education and Certifications

• Juris Doctorate from an ABA-accredited law school.
• . in Estate Planning or Taxation is required.
• Active membership in The Florida Bar.

Preferred Skills and Experience

• Experience with international estate planning is considered a plus.
• Proficiency in legal research tools and estate planning software.
• Strong client service orientation and business development skills.
• Ability to work independently and as part of a collaborative team.

Job Location

• Orlando, FL

Legal