Job Title: Estate Planning and Probate Attorney Job Responsibilities: - Client Management: Engage with clients to initiate and manage legal matters, ensuring that progress is timely and aligned with the clients’ needs. - Drafting Documents: Prepare legal documents pertinent to estate planning, including wills and trusts. - Client Meetings: Conduct meetings with clients to execute documents and discuss legal strategies. - Legal Assistance: Provide support in various legal m...
Job Title: Trusts, Estates and Wealth Preservation Associate Job Responsibilities: - Draft a broad range of estate planning documents, including wills, trust agreements, and related instruments. - Engage in direct and frequent client interaction. - Advise individuals and families on trust structures and wealth transfer tax strategies. - Design business succession strategies. - Counsel fiduciaries in the administration of estates and trusts. - Prepare and review federal estat
Job Title: Trusts, Estates and Wealth Preservation Associate Job Responsibilities: The Trusts, Estates and Wealth Preservation Associate will be responsible for a variety of tasks within the Trusts, Estates and Wealth Preservation practice. Key responsibilities include: - Drafting a broad range of estate planning documents such as wills, trust agreements, and related instruments. - Engaging in direct and frequent client interaction. - Advising individuals and families on tr
Job Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney will be an integral part of a well-established Northwest Florida law firm's estate planning practice. The primary responsibilities of the candidate will include assisting clients with matters related to wills, trusts, probate, and other estate planning issues. The successful candidate will also provide support across other practice areas of the firm, addressing the dive
Job Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney will be an integral part of the law firm's estate planning practice. The primary responsibilities include assisting clients with legal matters related to wills, trusts, probate, and other estate planning needs. The attorney will also support other practice areas within the firm, thereby addressing a wide range of legal issues faced by clients. While experience in Commun
Job Title: Intake Attorney Job Responsibilities: - Assist with the daily administration of walk-in applicants and emergencies. - Conduct intake interviews in person and by phone for applicants. - Screen clients for eligibility for full representation. - Support various units with rotation on intake calendars on dedicated days and times. - Provide counsel for individuals seeking legal assistance on a variety of legal issues. - Manage a personal injury referral calendar and re
Job Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Advising on domestic estate planning, including succession planning and lifetime giving. - Addressing estate and inc
Estate Attorney Job Title: Estate Attorney Job Responsibilities: - Ensure clients are effectively represented at court hearings as needed. - Consult with clients about plans for distributing their assets. - Confer with senior partners and paralegals to effectively move through the civil litigation process. - Assist clients by understanding their needs, analyzing the situation, and strategizing a proper course of action. - Maintain client files to ensure they are properly or
Job Title: Wealth Preservation and Estate Planning Attorney Job Responsibilities: - Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax planning for high-net-worth individuals. - Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts
Job Title: Estate Planning Attorney Job Responsibilities: - Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning. - Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts. - Manage probate, trust, and estate administration processes. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax pl
Job Title: Of Counsel Attorney Job Responsibilities: - Draft will and trust-based estate plans with a focus on trust and will drafting. - Handle uncontested probate and trust petitions throughout Florida. - Work closely with individuals, families, and their professional advisors to help achieve personal, financial, and philanthropic goals. - Engage with clients who are owners of established, privately held, and family-owned businesses, successful entrepreneurs, and professio
Job Title: Associate Attorney Job Responsibilities: - Assist with Personal Injury and/or Estate Planning matters based on interest and firm needs. - Manage cases under attorney supervision, with increasing independence over time. - Conduct legal research, draft pleadings, correspondence, and related documents. - Communicate with clients, adjusters, opposing counsel, and other involved parties. - Participate in client consultations and help develop case strategies. - Maintain
Job Title: Estate Planning Attorney (Hybrid) Job Responsibilities: - Assisting families in protecting their legacies by guiding them through estate planning, which includes creating wills, trusts, asset protection strategies, healthcare directives, and power of attorney documents. - Managing probate and estate administration to help families settle estates efficiently, ensuring a smooth transfer of assets and addressing any legal complexities that may arise. - Providing guid
Job Title: Associate Attorney – Estate Planning & Administration Job Responsibilities: - Learn and manage estate planning drafting systems and tools. - Shadow attorneys to understand the approach to effective client communication. - Take on and develop own client matters under mentorship. - Participate in regular training in technical, communication, and marketing skills. - Identify and implement tax-savvy planning strategies. - Build referral relationships through...
Job Title: Wills, Trusts & Estates Senior Associate Attorney Job Responsibilities: The Wills, Trusts & Estates Senior Associate Attorney will be responsible for various aspects of estate planning and probate law. Key responsibilities include: - Communicating with clients, other counsel, and advisors to design and execute strategies for building a brighter future. - Drafting and reviewing documents and pleadings, as well as filing pleadings. - Attending occasional court heari
Job Title Associate Attorney Job Responsibilities - Learn and manage the estate planning drafting systems and tools used by the law firm. - Shadow experienced attorneys to understand the firm's approach to effective client communication. - Take on and develop individual client matters under the mentorship of senior attorneys. - Participate in regular training sessions focused on technical skills, communication, and marketing. - Identify and implement tax-savvy plannin
Job Title: Attorney - Senior Associate Job Responsibilities: The role involves leading the estate planning and probate practice while overseeing the legal support team. The attorney will provide strategic estate and tax planning guidance to affluent clients, draft and review advanced estate planning instruments and documents, and manage complex probate and trust administration cases. Advising fiduciaries, beneficiaries, and business owners on legacy and wealth transfer strat
Job Title: Estate and Probate Associate Attorney Job Responsibilities: - Assist with the preparation of wills, powers of attorney, and estate planning documents, ensuring that clients' wishes are accurately reflected and legally sound. - Manage probate and estate administration files, which includes overseeing the legal process of transferring assets and settling estates according to the deceased's will or state law. - Draft and review residential and commercial real estate
Job Title: Associate Attorney Job Responsibilities: - Collaborate with senior attorneys on complex legal matters, focusing on Wills, Trusts, Estates, Probate, and Real Estate. - Assist clients in estate planning by drafting, reviewing, and managing wills, trusts, powers of attorney, and other relevant documents. - Advise clients on estate tax implications, probate processes, and asset protection strategies. - Administer estates and trusts, which includes filing petitions, re
Job Title: Senior Associate – Private Client Services Job Responsibilities: The Senior Associate in the Private Client Services Practice Group is responsible for providing high-quality legal services in the areas of estate planning, estate and gift taxation, estate and trust administration, and related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to...
Job Title: Senior Associate – Private Client Services Job Responsibilities: - Provide legal services in the areas of estate planning, estate and gift taxation, and estate and trust administration. - Offer related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Maintain autonomy and freedom in s...
Job Title Senior Associate - Private Client Services Job Responsibilities The role of Senior Associate in the Private Client Services Practice involves providing legal services in the areas of estate planning, estate and gift taxation, and estate and trust administration. The successful candidate will work with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The responsibilities include: - Advising clients o
Job Title: Associate Attorney Job Responsibilities: - Work directly with high-net-worth and ultra-high-net-worth clients on complex estate and tax planning strategies. - Draft and implement advanced estate planning structures, including GRATs, SLATs, BDITs, DAPTs, and ILITs. - Advise clients on income, gift, estate, and generation-skipping transfer tax strategies. - Collaborate with CPAs, financial advisors, and family offices to execute planning solutions. - Manage matters
Job Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will join the Private Clients Group at the law firm's Naples office. The role offers an exceptional opportunity to work in a collegial, team-oriented environment. The associate will gain direct experience with sophisticated estate planning, drafting, and administration. The position involves direct client contact with a significant private client base, including high net worth individu
Law Firm is seeking a Tax, Trusts & Estates Associate to join one of our Florida, New Jersey or New York offices. The ideal candidate will have a Juris Doctorate degree along with a . in Taxation or Estate Planning and should have 3+ years of experience. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required. The Tax, Trusts & Estates Associate should possess strong academic credentials and excelle
Job Title: Tax, Trusts & Estates Associate Job Responsibilities: The Tax, Trusts & Estates Associate will be responsible for handling a variety of legal matters related to tax, trusts, and estates. The duties include but are not limited to: - Providing legal advice and representation to clients in matters concerning estate planning and tax planning. - Drafting and reviewing legal documents such as wills, trusts, and estate plans. - Advising clients on tax implications and
Job Title: Trusts & Estates Associate Job Responsibilities: - Advise clients on all aspects of estate planning and estate and trust administration. - Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments. - Collaborate with other practice areas to deliver comprehensive solutions for clients. - Develop and implement multi-generational wealth preservation strategies. - Maintain strong client relationships, providing excellent service and com
# Wealth Strategies Associate Attorney at **Members Only** **Members Only**, an AmLaw 200 law firm, is looking for a talented and self-motivated associate to join their Wealth Strategies team in Sarasota, Florida. The ideal candidate must have a minimum of two years of experience in estate planning, probate administration and trust administration, as well as a Juris Doctor degree from an ABA accredited law school and a Florida bar license. An . in taxation or estate planning is strongly pre
Salary Information: Salaried position Competitive compensation and benefits package Based on experience and qualifications Summary: Shumaker, a well-respected law firm, is seeking a Wealth Strategies Attorney to join their team in Sarasota, Florida. This position offers an exciting and dynamic work environment, with opportunities for career growth and a competitive salary and benefits package. The ideal candidate will have at least 4 years of experience in estat
Job OverviewA law firm seeks an experienced Trust and Estates Tax Attorney in Clearwater, FL. The ideal candidate will have a minimum of five years of experience in estate planning and tax matters, with a preference for those holding an . in estate planning or tax. This role offers opportunities for growth and exposure to complex cases, working closely with a senior partner dedicated to high-net-worth clients on esta