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Trusts, Estates and Wealth Preservation Associate Attorney - Naples

Trusts, Estates and Wealth Preservation Associate Attorney - Naples

Pernini Legal, LLCNaples, FL, US
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TRUSTS & ESTATES ASSOCIATE ATTORNEY

Wealth Preservation & Estate Planning Focus

Location : Naples, FL

A top-15 AmLaw firm is seeking a talented mid or senior-level Associate Attorney to join its nationally-recognized Trusts, Estates, and Wealth Preservation Practice Group in Naples . This is a unique opportunity to work alongside some of the most respected practitioners in the field while advising high-net-worth individuals and families on sophisticated estate and wealth planning strategies.

Candidate Profile

  • JD from a top-tier law school with an excellent academic record .
  • Active Bar Admission in Florida , in good standing.

4+ years of substantive experience in trusts and estates law .

  • Higher levels of experience are also valued and will be considered .
  • Significant experience drafting estate planning documents , including wills, trust agreements, and related instruments.
  • Experience advising clients on complex wealth transfer tax strategies , trust structures , and business succession planning .
  • Proficiency in preparing and reviewing federal estate , gift , and fiduciary income tax returns .
  • Ability to counsel fiduciaries in estate and trust administration and support litigation matters related to wills, trusts, and fiduciary issues.
  • Excellent communication and interpersonal skills, with a demonstrated ability to build client relationships .
  • Ability to take initiative while thriving in a collaborative, team-oriented environment.
  • Proven attention to detail and ability to manage deadlines effectively.
  • Strong analytical, research, and writing skills, with the ability to produce concise, high-quality work product.

    • Key Responsibilities

  • Draft a broad range of estate planning documents , including wills, trusts, and related instruments.
  • Advise individuals and families on trust structures , tax strategies , and wealth preservation planning .
  • Design and implement business succession strategies for closely held businesses.
  • Counsel fiduciaries on estate and trust administration matters.
  • Prepare and review federal estate , gift , and fiduciary income tax returns .
  • Support the firm’s litigation team on fiduciary and estate-related disputes.
  • Conduct legal research and draft memoranda on complex estate, trust, and tax matters.
  • Maintain direct and frequent contact with clients to provide strategic guidance.

    • Why Join Us?

    This is an exceptional opportunity to join a Tier 1 nationally ranked Trusts, Estates, and Wealth Preservation practice at a firm known for its collaborative culture, deep client relationships, and commitment to professional development. Associates are given meaningful responsibility, significant client exposure, and the opportunity to work alongside accomplished attorneys who are dedicated to mentoring the next generation of estate planners. The team values inclusivity, innovation, and excellence, and offers a supportive environment for attorneys seeking to deepen their expertise in this highly specialized area of law.

    As one of the largest law firms in the world , our client provides an excellent platform and diverse client base for attorneys seeking to take their trusts and estates practice to the next level .

    Compensation & Benefits

    Competitive Salary : Starting at $295,000+ , commensurate with experience.

  • Discretionary Bonus Eligibility .

    • Robust Benefits Package : Includes top-tier medical, dental, vision, disability, and life insurance, 401(k) plan, paid maternity and paternity leave, generous PTO, tuition reimbursement, and additional perks.

    Supportive Culture : Our client fosters a collaborative and inclusive environment that supports innovation, balance, and career advancement.

    Application Requirements

    Interested candidates should submit a cover letter , resume , writing sample , law school transcript , and deal sheet highlighting relevant real estate finance experience.

    Our client is an Equal Opportunity Employer .

    #LI-DNP

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    Trust Associate • Naples, FL, US