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

Valnet Tech Sites

Senior Editor Job at Valnet Tech Sites

 ...This position will operate on a remote, contractual basis. Candidates must reside in the U.S. or Canada, or in countries within a few hours of the EST time zone. Valnet is seeking a Senior Editor to support editorial leadership for one of its established consumer... 

The VET Recruiter

Regional Sales Manager Job at The VET Recruiter

 ...Regional Sales Manager Northeast / New England The Regional Sales Manager (RSM) is a leadership role that manages a team of Territory Sales Representatives (TSR). The RSM is responsible for motivating team members to exceed expectations and achieve their sales goals... 

Pioneer Management Consulting

Director, Talent Acquisition Job at Pioneer Management Consulting

 ...As aDirector, Talent Acquisition, you are a passionate leader of talent acquisition, committed to a world class candidate experience and growing the business by attracting top talent in innovative and strategic ways. You will be a culture ambassador for Pioneer, you... 

Providence Health & Services

Clinical Pharmacist Job at Providence Health & Services

 ...The clinical pharmacist I has the responsibility for the provision of high-quality, individualized, cost-effective pharmaceutical care...  ...information, or any other basis prohibited by local, state, or federal law. We believe diversity makes us stronger, so we are dedicated... 

Commonwealth of Pennsylvania

Fish Culturist 1 (Seasonal) - Pleasant Gap Job at Commonwealth of Pennsylvania

 ...Reference #: 5181593 THE POSITION Would you like physical work in the outdoors, for a state agency that provides fishing and boating opportunities for individuals and families in Pennsylvania's many lakes, river, and streams? Would you be interested in a position that...