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Associate Attorney - Private Wealth

Full-time 34 views 1 applications

3-6 yrs required

Full-time

No

Law Firm is looking for an experienced Associate Attorney to join their Private Wealth practice. The ideal candidate will have 3 to 6 years of experience in trusts, estates, guardianship, and transfer taxes.

Job Responsibilities:

Represent clients in the administration of trusts and estates
Prepare probate pleadings and related legal matters
Work on a wide variety of cases
Possess exemplary communication and analytical skills
Possess strong project management experience
Possess the ability to effectively manage time and handle multiple projects
Review and analyze wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
Review and analyze other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
Analyze proposals to modify or terminate trusts in order to assess the legal risks
Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
Draft wills, trusts, power of attorney, and other legal documents
Attend court proceedings as needed to represent clients
Meet with attorneys, clients, and other professionals to discuss assigned cases or projects
Conduct research on legal issues associated with cases
Prepare Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
Prepare tax-related memos
Review initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Job Requirements:

JD from an ABA-accredited law school
Admitted to and in good standing with the Florida Bar Association
Three (3) to six (6) years of relevant experience
is required
Exceptional verbal and written communication skills
Must be highly organized and detail-oriented with a proven ability to meet deadlines
Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters
Ability to perform tasks utilizing legal office software such as document management and billing software
Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite
Strong analytical and problem-solving skills
Ability to function well in a high-paced and at times stressful environment
Ability to maintain confidentiality and exercise discretion and good judgment
Ability to work independently and within a team

Compensation and Benefits:

Law Firm offers competitive compensation and an excellent benefits package to qualified candidates.

How to Apply:

If you are interested in a career at Law Firm, please send your resume and inquiry to Edwin A. Ratka at .


Law Firm is searching for an experienced Associate Attorney to join their Private Wealth Practice. This is an excellent opportunity for an attorney with 3 to 6 years of relevant experience to join the firm’s West Palm Beach office. The ideal candidate will have broad experience in all areas of trusts, estates, guardianship, and transfer taxes.

Job Responsibilities:

Represent clients in the administration of trusts and estates
Prepare probate pleadings and related legal matters
Work on a wide variety of cases
Possess exemplary communication and analytical skills
Possess strong project management experience
Possess the ability to effectively manage time and handle multiple projects
Review and analyze wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
Review and analyze other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
Analyze proposals to modify or terminate trusts in order to assess the legal risks
Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
Draft wills, trusts, power of attorney, and other legal documents
Attend court proceedings as needed to represent clients
Meet with attorneys, clients, and other professionals to discuss assigned cases or projects
Conduct research on legal issues associated with cases
Prepare Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
Prepare tax-related memos
Review initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Job Requirements:

JD from an ABA-accredited law school
Admitted to and in good standing with the Florida Bar Association
Three (3) to six (6) years of relevant experience
is required
Exceptional verbal and written communication skills
Must be highly organized and detail-oriented with a proven ability to meet deadlines
Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters
Ability to perform tasks utilizing legal office software such as document management and billing software
Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite
Strong analytical and problem-solving skills
Ability to function well in a high-paced and at times stressful environment
Ability to maintain confidentiality and exercise discretion and good judgment
Ability to work independently and within a team

Competitive compensation and an excellent benefits package

Verbal and written communication, organization, attention to detail, project management, legal office software, Microsoft Office Suite, analytical and problem-solving skills, confidentiality and discretion

JD from an ABA-accredited law school

Interested applicants should submit their resume and salary requirements in confidence to Edwin A. Ratka at .

Qualification and Experience JD from an ABA-accredited law school, Admitted to and in good standing with the Florida Bar Association, Three (3) to six (6) years of relevant experience, LL.M is required

Legal

Jul 26, 2024
Apr 12, 2024
May 26, 2023

Job Feedback

Law Firm

Attorney

3-6 yrs required

Full-time

Legal

Apr 12, 2024

Jul 26, 2024

Apr 12, 2024

Profile

Law Firm is looking for an experienced Associate Attorney to join their Private Wealth practice. The ideal candidate will have 3 to 6 years of experience in trusts, estates, guardianship, and transfer taxes.

Job Responsibilities:

Represent clients in the administration of trusts and estates
Prepare probate pleadings and related legal matters
Work on a wide variety of cases
Possess exemplary communication and analytical skills
Possess strong project management experience
Possess the ability to effectively manage time and handle multiple projects
Review and analyze wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
Review and analyze other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
Analyze proposals to modify or terminate trusts in order to assess the legal risks
Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
Draft wills, trusts, power of attorney, and other legal documents
Attend court proceedings as needed to represent clients
Meet with attorneys, clients, and other professionals to discuss assigned cases or projects
Conduct research on legal issues associated with cases
Prepare Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
Prepare tax-related memos
Review initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Job Requirements:

JD from an ABA-accredited law school
Admitted to and in good standing with the Florida Bar Association
Three (3) to six (6) years of relevant experience
is required
Exceptional verbal and written communication skills
Must be highly organized and detail-oriented with a proven ability to meet deadlines
Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters
Ability to perform tasks utilizing legal office software such as document management and billing software
Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite
Strong analytical and problem-solving skills
Ability to function well in a high-paced and at times stressful environment
Ability to maintain confidentiality and exercise discretion and good judgment
Ability to work independently and within a team

Compensation and Benefits:

Law Firm offers competitive compensation and an excellent benefits package to qualified candidates.

How to Apply:

If you are interested in a career at Law Firm, please send your resume and inquiry to Edwin A. Ratka at .


Law Firm is searching for an experienced Associate Attorney to join their Private Wealth Practice. This is an excellent opportunity for an attorney with 3 to 6 years of relevant experience to join the firm’s West Palm Beach office. The ideal candidate will have broad experience in all areas of trusts, estates, guardianship, and transfer taxes.

Job Responsibilities:

Represent clients in the administration of trusts and estates
Prepare probate pleadings and related legal matters
Work on a wide variety of cases
Possess exemplary communication and analytical skills
Possess strong project management experience
Possess the ability to effectively manage time and handle multiple projects
Review and analyze wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
Review and analyze other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
Analyze proposals to modify or terminate trusts in order to assess the legal risks
Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
Draft wills, trusts, power of attorney, and other legal documents
Attend court proceedings as needed to represent clients
Meet with attorneys, clients, and other professionals to discuss assigned cases or projects
Conduct research on legal issues associated with cases
Prepare Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
Prepare tax-related memos
Review initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Job Requirements:

JD from an ABA-accredited law school
Admitted to and in good standing with the Florida Bar Association
Three (3) to six (6) years of relevant experience
is required
Exceptional verbal and written communication skills
Must be highly organized and detail-oriented with a proven ability to meet deadlines
Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters
Ability to perform tasks utilizing legal office software such as document management and billing software
Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite
Strong analytical and problem-solving skills
Ability to function well in a high-paced and at times stressful environment
Ability to maintain confidentiality and exercise discretion and good judgment
Ability to work independently and within a team



Qualification and Experience

JD from an ABA-accredited law school, Admitted to and in good standing with the Florida Bar Association, Three (3) to six (6) years of relevant experience, LL.M is required

Additional info

Interested applicants should submit their resume and salary requirements in confidence to Edwin A. Ratka at .

Company info
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