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Trust and Estates Attorney

Trust and Estates Attorney

JobotSarasota, FL, US
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An AmLaw200 firm seeks a Trust and Estates Attorney! An LL.M in Taxation or Estate Planning is ideal, but not required!

This Jobot Job is hosted by : Chris De Armas

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $125,000 - $200,000 per year

A bit about us :

An AmLaw200 firm seeks a Trust and Estates Attorney! An LL.M in Taxation or Estate Planning is ideal, but not required!

Why join us?

An AmLaw200 firm seeks a Trust and Estates Attorney! An LL.M in Taxation or Estate Planning is ideal, but not required!

Job Details

Job Details :

Am AmLaw firm is actively seeking a seasoned Trust and Estate Attorney to join our dynamic team. This is a permanent position, perfect for an experienced professional who has a passion for estate planning and wealth management and who has probate and trust administration experience. The ideal candidate will have a solid understanding and practical experience in trust and estate planning, probate administration, taxation, and wealth strategies. This position offers an excellent opportunity to work with a team of accomplished attorneys and contribute to our commitment to provide top-notch legal services to our clients.

Responsibilities :

  • Provide comprehensive legal advice on trust and estate planning, wealth management, and wealth strategies.
  • Prepare and review legal documents including wills, trusts, powers of attorney, and healthcare directives.
  • Handle probate and trust administration matters efficiently and effectively.
  • Prepare and file federal estate and gift tax returns (Form 706 and Form 709) experience is a plus!
  • Counselling clients on tax implications and strategies related to estate planning and wealth transfer.
  • Collaborate with other attorneys, paralegals, and staff to ensure the highest level of client service.
  • Stay updated with the latest developments in trust and estate law and taxation to provide the most accurate advice to clients.
  • Develop and maintain strong relationships with clients, offering exceptional client service with a focus on their overall financial goals and personal values.

Qualifications :

  • Juris Doctor (JD) degree from an accredited law school.
  • A Master of Laws (LL.M) degree in Taxation is preferred, but not required
  • Minimum of 5 years of experience as a Trust and Estate Attorney.
  • Extensive experience with probate administration and trust and estate planning.
  • Comprehensive knowledge of federal estate and gift tax returns (Form 706 and Form 709).
  • Proficient in wealth management and wealth strategies.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • High level of professionalism and confidentiality.
  • Must be licensed to practice law in the state.
  • This position is an excellent opportunity for a seasoned Trust and Estate Attorney to showcase their skills and experience in a supportive and professional environment. If you are ready to take your career to the next level and contribute to our firm's success, we want to hear from you.

    Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

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    Trust Estate Attorney • Sarasota, FL, US

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