About the Opportunity A well-established law firm is expanding into Naples, FL, and is seeking a Trust & Estate Attorney with a small book of business (a must-have, no exceptions). This is a great opportunity for a Trust & Estate Attorney to join a collaborative team focused on providing top-tier estate planning and administration services.
Key Responsibilities:
Administer complex estates and trusts as a Trust & Estate Attorney.
Conduct tax and business succession planning for high-net-worth clients.
Research, analyze, and draft estate and gift planning documents.
Handle probate and trust administrations.
Prepare and review federal estate and gift tax returns.
Plan for family-owned businesses and life insurance structures (preferred but not required).
Engage in charitable planning, including split-interest trusts and private foundations (preferred).
Collaborate with clients and senior attorneys to develop and implement comprehensive estate plans.
Requirements:
Admission to the Florida Bar.
4+ years of relevant experience as a Trust & Estate Attorney.
Strong understanding of estate and trust administration.
Knowledge of federal transfer tax rules and procedures.
Strong drafting skills.
Proficiency in research, writing, and communication.
Preferred Qualifications:
Experience in tax planning and business succession planning for high-net-worth clients.
Familiarity with the Florida Probate Code and Florida Trust Code.
Experience preparing and reviewing estate and gift tax returns.
LL.M. in Taxation or Estate Planning preferred
Skills:
Estate and trust administration
Tax planning
Business succession planning
Document drafting
Research and analysis
Strong communication and client relationship skills
This is an excellent opportunity for a Trust & Estate Attorney looking to grow their practice while working with a reputable and expanding firm. If you are interested, we encourage you to apply. Send resume to eric.vetter@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
