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

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  • 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,

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