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

a3pPVzVNUC9WdlhaeTY0bHU2b2Exeno1V0E9PQ==
  • 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

G.Z.Q.S.O.

Package Handler Job at G.Z.Q.S.O.

 ...responsible for stacking boxes 3-4 feet high, that weigh up to 20 pounds. You will also be responsible for shrink wrapping and/or packaging up to 25 pounds Requirements : The ability to work in a cold environment (40-50 degrees) The ability to stand for... 

SFG - Peterson Agency

Life Insurance Sales Agent Job at SFG - Peterson Agency

 ...Group , an agency dedicated to the growth and success of our new agents, can help you build a business with the opportunity for true...  ...$125,000+~ Agency Builder: $150,000+ YOU CAN SELL LIFE INSURANCE, BUILD AND OWN AN AGENCY (optional), OR BOTH!&##129309;... 

Brilliant Earth

Polisher/Jeweler/Setter Job at Brilliant Earth

 ...Polisher/Jeweler - Secaucus, NJ Team Overview: Our Jewelry team is dedicated to delivering excellence from the time a customer places an order to the moment a customer opens their package. The team coordinates and executes day-to-day operations of jewelry production... 

Gpac

Interior Designer Job at Gpac

Are you an Interior Designer eager to make an impact? We're looking for a talented professional to join a renowned Architecture and Design firm, where creativity and growth are at the forefront. This is an exciting opportunity to manage projects from start to finish and... 

CYBERBACKER CAREERS

Social Media Manager: Full Time - Work From Home - No Experience Required Job at CYBERBACKER CAREERS

 ...characters. We believe that like-minded individuals working towards the same goals or business have the highest...  ...*and growing, delighted and satisfied clients. **Social Media Manager:****Full Time - Work From Home Remote Job - No Experience Required****Timezone: Mountain...