Trusts and Estates Attorney

Profile

Job Overview

A law firm seeks a driven Trusts and Estates Attorney to join their Boca Raton, Florida office. This role offers a unique opportunity for an entrepreneurial attorney with a minimum of six years of experience to engage in long-term succession planning within a reputable private client practice.

Duties

• Advise clients on estate, gift, generation-skipping transfer, and income tax planning matters.
• Design and implement wealth transfer strategies for high net worth individuals and families.
• Counsel clients on family office structures, fiduciary matters, and business succession planning.
• Collaborate with colleagues on client strategy and planning design.
• Manage substantial client matters with autonomy and exceptional service.
• Mentor junior attorneys and high-level paralegals.
• Utilize technology platforms to manage workflow and client communications.
• Identify opportunities to strengthen client relationships over time.

Requirements

• Minimum six years of Trusts and Estates experience.
• Florida Bar admission in good standing.
• Experience with sophisticated estate and tax planning techniques.
• Strong understanding of federal transfer tax planning and trust administration.
• Exceptional client relationship and communication skills.
• Ability to manage complex matters independently.
• Proactive, entrepreneurial mindset with strong organizational skills.
• Comfortable with technology-enabled processes and systems.
• Experience mentoring junior professionals.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Florida.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Ability to work collaboratively in a team environment.
• Proficiency in practice management and CRM systems.

Benefits

• Opportunity for growth and development within a thriving practice.
• Collaborative and supportive work environment.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306