My client is seeking a sophisticated and driven Trusts and Estates Attorney to join our established practice. This role is designed for an experienced practitioner who thrives on providing high-level counsel to high-net-worth individuals and families. You will be responsible for designing and implementing complex estate preservation strategies, ensuring our clients’ legacies are protected through meticulous planning and administration.
Strategic Estate Planning: Develop and implement comprehensive estate plans for high-net-worth clients, focusing on wealth preservation, tax mitigation, and asset protection.
Document Drafting: Prepare a wide range of sophisticated legal documents, including:
Last Wills and Testaments
Revocable and Irrevocable Trusts
Powers of Attorney (POA)
Healthcare Proxies and other ancillary estate documents.
Estate Administration: Navigate the complexities of estate and trust administration, providing guidance to fiduciaries and beneficiaries throughout the probate or settlement process.
Client Consultation: Act as a primary point of contact for clients, translating complex legal and tax concepts into actionable advice with a personable and professional touch.
Technical Compliance: Ensure all planning and administration activities comply with Florida Bar standards and evolving state/federal tax laws.
Education & Licensure: * Juris Doctor (JD) degree from an accredited law school.
Active member of the Florida Bar in good standing.
LL.M. in Taxation or Estate Planning is highly preferred.
Core Competencies:
Proven track record of working directly with high-net-worth clientele.
Exceptional organizational skills and the ability to manage multiple complex files efficiently.
Excellent written and verbal communication skills.
A strong work ethic characterized by precision and attention to detail.
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