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

bmR3UkdpODhtMm5iNGVicVhzVW91anlLaGc9PQ==
  • 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

International SOS Government Medical Services

Functional Chief for New Parent Support Home Visitor Program Job at International SOS Government Medical Services

 ...International SOS delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely...  ...qualifications include a minimum of a bachelors degree in social work or nursing, with a minimum of three years experience in... 

Gpac

Commercial Loan Officer Job at Gpac

Commercial Loan Officer Do you prefer family owned, publicly traded, or community owned and focused? Appreciate the community-feel and culture? A Favorite community oriented billion dollar financial institution is looking for a Commercial Loan Officer to join its team... 

Challenge Unlimited Inc

Team Lead Direct Support Professional Job at Challenge Unlimited Inc

 .... Cook meals according to the customers restrictions. Supervise group home staff in absence of the Residential Site Manager (RSM). Assist with on the job training and safety training for the group home staff. Do necessary housekeeping to maintain a clean environment... 

A Cut Above Hair Design, LLC

Stylist Job at A Cut Above Hair Design, LLC

 ...work, it truly brings out the best in you and allows you to explore the depths of your talents.We believe our atmosphere provides stylists the perfect opportunity to grow into the best artist you can be. Are you about the salon industry? Passionate about learning? Passionate... 

The VET Recruiter

Associate Veterinarian Job at The VET Recruiter

 ...is well-equipped with digital radiology, dentistry, ultrasound, an in-house laboratory, and offers services in acupuncture, alternative medicine, and more. In this position, you will use your superior medical judgement combined with a high level of empathy, confidence...