Trust & Estates Senior Associate Attorney (248/o)

Denovo Review

  • Naples, Florida
  • 30+ days ago

    Highlights

    Successful candidates for the trust and estates senior associate positionwill have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments; a proven track record of direct client management responsibilities; and a proficiency in post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041). Must have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments.

    Numbers & Facts

    LocationNaples, Florida

    Description

    Nationwide, multidisciplinary AmLaw 200 firm is seeking a talented Senior Associate Attorney to join their esteemed Trust, Estate & Wealth Preservation group.  The firm offers a supportive and inclusive work environment with the opportunity to workalongside experienced colleagues who value teamwork and high-quality client service.

    Successful candidates for the trust and estates senior associate positionwill have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments; a proven track record of direct client management responsibilities; and a proficiency in post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041).  This is a full-time, onsite position at the firm’s Naples, FL office.

     

    Qualifications:

    • Must have a valid Florida Bar license in good standing
    • Must have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments
    • Must have a proven track record of direct client management responsibilities
    • Must have a proficiency in post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041)
    • Must have a strong ability to collaborate and communicate effectively with colleagues and clients.
    • Must have excellent attention to detail, organizational, analytical and interpersonal skills

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