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Estate Planning Attorney

AppleOne Employment Services

This description is a general overview of the opportunity. Specific responsibilities, level, compensation, and work arrangement will be discussed during the interview process. Advise clients on estate plans that reflect their family circumstances, financial goals, and legacy objectives, and handle related trust and estate planning and administration matters. Responsibilities Advise clients on estate plans that reflect their family circumstances, financial goals, and legacy objectives. Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and related documents. Address wealth transfer, asset protection, charitable giving, and business succession considerations as relevant to each engagement. Counsel clients and fiduciaries on trust and estate administration matters, including probate issues when appropriate. Collaborate with other attorneys, accountants, financial advisers, and client representatives to implement planning strategies. Maintain clear client communication, thorough documentation, and timely management of assigned matters. Qualifications Juris Doctor degree from an accredited law school; must have passed the Florida Bar and be an active member in good standing. Professional experience in estate planning, trusts and estates, or a closely related private client practice. Demonstrated ability to draft estate planning documents and explain complex legal concepts clearly to clients. Strong legal research, writing, organization, and client service skills. Ability to manage matters independently while working collaboratively with colleagues and outside advisers. Experience with estate and gift tax planning, probate, trust administration, or high net worth clients is valued. Required Skills Ability to manage matters independently. Ability to work collaboratively with colleagues and outside advisers. Preferred Skills Experience with estate and gift tax planning. #J-18808-Ljbffr AppleOne Employment Services

Vacancy posted 2 days ago
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