BCG Attorney Search
A law firm seeks a highly skilled mid to senior level Estate Planning Associate in Naples, FL. The ideal candidate will excel in complex estate planning and drafting, particularly irrevocable trust planning, with speed, accuracy, and confidence. This role offers significant career growth opportunities in a supportive and professional environment.
Duties
Draft sophisticated estate planning documents including irrevocable trusts, SLATs, GST/GSTT planning, and private foundations.
Collaborate directly with partners on multiple active projects.
Handle complex client matters with sensitivity, urgency, and precision.
Deliver a top-notch customer service experience to high-net-worth clients.
Interface with clients directly; manage deadlines and timelines.
Requirements
Ability to work in the Naples office, particularly during key times of year.
4-5+ years of estate planning experience with a heavy drafting focus.
Deep experience with irrevocable trust planning.
Extensive experience handling high net worth estates and complex estate issues.
Strong knowledge of GST, GSTT, SLATs, and related tax/estate planning instruments.
Excellent written and verbal communication skills.
Ability to work independently and handle ambiguity.
Comfortable interfacing directly with high-net-worth individuals.
Strong client service orientation; must deliver high-quality work consistently and on time.
Education
Juris Doctor (JD) degree required.
Certifications
Bar admission in the state of Florida.
Skills
Proficiency in estate planning and drafting systems.
Strong analytical and problem-solving skills.
Excellent organizational and time management abilities.
Firm paid holidays.
Medical, dental, and vision insurance.
401(k) plan.
Company info
BCG Attorney Search 801 Brickell Avenue, Suite 900 Miami Florida United States 33131 Phone :
(305) 570-3575 Fax :
(213) 895-7306
#J-18808-Ljbffr
Duties
Draft sophisticated estate planning documents including irrevocable trusts, SLATs, GST/GSTT planning, and private foundations.
Collaborate directly with partners on multiple active projects.
Handle complex client matters with sensitivity, urgency, and precision.
Deliver a top-notch customer service experience to high-net-worth clients.
Interface with clients directly; manage deadlines and timelines.
Requirements
Ability to work in the Naples office, particularly during key times of year.
4-5+ years of estate planning experience with a heavy drafting focus.
Deep experience with irrevocable trust planning.
Extensive experience handling high net worth estates and complex estate issues.
Strong knowledge of GST, GSTT, SLATs, and related tax/estate planning instruments.
Excellent written and verbal communication skills.
Ability to work independently and handle ambiguity.
Comfortable interfacing directly with high-net-worth individuals.
Strong client service orientation; must deliver high-quality work consistently and on time.
Education
Juris Doctor (JD) degree required.
Certifications
Bar admission in the state of Florida.
Skills
Proficiency in estate planning and drafting systems.
Strong analytical and problem-solving skills.
Excellent organizational and time management abilities.
Firm paid holidays.
Medical, dental, and vision insurance.
401(k) plan.
Company info
BCG Attorney Search 801 Brickell Avenue, Suite 900 Miami Florida United States 33131 Phone :
(305) 570-3575 Fax :
(213) 895-7306
#J-18808-Ljbffr