Job Title: Private Client Trusts & Estates Associate/Senior Associate
Job Responsibilities:
The Private Client Trusts & Estates Associate/Senior Associate will be part of the Private Client Department (PCD) at a law firm, working in one of their Florida offices: Boca Raton, Miami, or West Palm Beach. The associate will handle sophisticated private client matters related to trusts and estates, with a focus on high-net-worth trust and estate planning and administration. Responsibilities include:
- Advising clients on estate and income taxation issues, succession planning, and lifetime giving.
- Developing tax-efficient family wealth transfer strategies and estate planning for retirement assets.
- Engaging in charitable giving strategies and understanding relevant state and federal tax laws.
- Collaborating with probate and tax litigation teams to navigate family disputes and controversies.
- Working with the Family Office team to integrate expertise from corporate, tax, and transactional practices for comprehensive wealth management.
- Providing excellent client service and maintaining strong professional and technical skills.
- Developing creative solutions to meet client needs and working independently and proactively.
Education and Experience Information:
- A minimum of 5 years of demonstrated experience in sophisticated private client matters involving trusts and estates, including tax and succession planning.
- Membership in the Florida state bar in good standing is required.
- Strong written and verbal communication and advocacy skills are necessary.
- The candidate should be team-oriented with an emphasis on collaboration and possess effective problem-solving capabilities.
Salary Information:
The text does not provide specific salary information for this position.
Hybrid Work Environment:
The law firm offers a hybrid work environment, allowing attorneys to work remotely two days per week to balance flexible working arrangements with in-office collaboration.
About the Private Client Department (PCD):
The Private Client Department at the law firm is dedicated to serving high-net-worth individuals, families, fiduciaries, family-owned businesses, and tax-exempt entities. The department is nationally recognized and includes over 90 attorneys, making it one of the largest and most sophisticated practices on the East Coast. The team collaborates with other departments to assist clients in achieving their individual and business objectives.
Recognition:
The law firm has received numerous accolades, such as:
- 14 attorneys elected as Fellows of The American College of Trust and Estate Counsel (ACTEC).
- Named "Best Law Firm – Estates and Trusts" by Private Asset Management in 2024.
- Recognized as "Law Firm of the Year" in the Trusts and Estates Law category by . News & World Report and Best Lawyers® in 2021.
- Finalist for "Legal Team of the Year" by Family Wealth Report in 2021.
About the Law Firm:
The law firm is an East Coast-based firm with national and international reach, comprising approximately 300 attorneys in 13 offices across several states. The firm represents a diverse clientele, from individuals to Fortune 500 companies, across various industries, including Energy, Financial Services, Healthcare, Insurance, Intellectual Property, Real Estate, and Tax-Exempt Organizations. The firm emphasizes collaboration and offers opportunities for professional development and advancement.
Application Process:
Interested candidates should submit a cover letter, resume, transcript, and a writing sample (two to three pages authored solely by the applicant) through the firm's online portal. The law firm is an Equal Opportunity Employer and does not accept unsolicited resumes from search firms.
