Trust & Estates Attorney Job at Top Tier Reps LLC, Naples, FL

RmJtYkNnZUhKVzRTdzJienlZNjVlbnBoRHc9PQ==
  • Top Tier Reps LLC
  • Naples, FL

Job Description

Job Title: Trust & Estates Attorney
Location: Naples, FL (Hybrid)

NOTE: This is an attorney role. Please apply only if you are a licensed attorney.

About the Role

Our client is seeking a Trust & Estates Attorney for a Partner or Of Counsel position in their highly-regarded Trust, Estate & Wealth Preservation group in Naples, Florida. This role is focused on succession planning and business growth.

Key Responsibilities:

  • Manage direct client relationships and provide expert advice on estate planning.
  • Draft and plan for clients with taxable estates.
  • Utilize complex estate planning tools, including:
    • GST-exempt trusts
    • GRATs
    • SLATs
    • IDGTs
    • Other complex estate planning instruments
  • Provide post-mortem administration services.
  • Prepare and review tax returns, including:
    • Forms 706
    • Forms 709
    • Forms 1041

Qualifications:

  • Minimum of 10 years of experience in Trust & Estates law.
  • Proven experience in business development, with a target of approximately $250,000.
  • Strong interpersonal skills and the ability to collaborate with colleagues across the firm.
  • Commitment to providing high-quality client services.
  • Florida Bar admission required.

This is a hybrid position based in Naples, Florida, offering an excellent opportunity for career growth within a prestigious firm.

Job Tags

Full time,

Similar Jobs

Eurofins USA Environment Testing

Courier - Eurofins Environment Testing - New Hampshire Job at Eurofins USA Environment Testing

 ...Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across...  ...network of Eurofins companies. Job Description The Courier is responsible for the pick-up and delivery of water, soil and... 

C&S Wholesale Grocers

Overnight Warehouse Order Selector $20.00 Job at C&S Wholesale Grocers

 ...to help feed local families, neighbors and communities. As a Warehouse Selector, youll pick, gather & organize product and prepare orders...  ...for this role. Earn $20.00 per hour while in training Full time second shift ONLY Perishable (Refrigerated) about 28- 60... 

Reef Systems

Defense Institute for Medical Operations Academic Advisor (24-32 DIMO Academic Advisor & Resident Course Coordinator) Job at Reef Systems

 ...Defense Institute for Medical Operations Academic Advisor (24-32 DIMO Academic Advisor & Resident Course Coordinator) INTRODUCTION : The 711th Human Performance Wing (711 HPW), headquartered at Wright-Patterson Air Force Base in Ohio, is the first human-centric warfare... 

J Rose Logistics

Local CDL-A Dedicated Driver | Home Daily Route Job at J Rose Logistics

 ...REQUIREMENTS -must have at least 12 months recent Class A experience -must have HAZMAT endorsement-must live within 50 miles of Gastonia, NC -no SAP drivers JOB DETAILS -home daily (possible overnight layovers periodically)-$500 SIGN ON BONUS -... 

Advanced Bone & Joint

Bookkeeper Job at Advanced Bone & Joint

 ...Bachelor's degree in accounting or related field preferred - 2+ years of experience in bookkeeping or accounting - Proficient in Microsoft Excel and QuickBooks - Strong attention to detail and accuracy - Excellent communication and organizational skills - Ability to...