Estate Planning Attorney Job at Confidential, Naples, FL

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  • Confidential
  • Naples, FL

Job Description

Base Salary $135-160k (Negotiable)

Estate Planning Attorney (Trusts & Estates)

Job Summary

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.

Key Responsibilities

  • 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.

Qualifications & Skills

  • 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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