High Net Worth Estate Planning Attorney, Boca Raton FL

Job Description

Job Description

Boca Raton (Onsite) High Net Worth Estate Planning 5+ years experience.

The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.

Role & Responsibilities

• Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning.
• Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business documents.
• Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs, charitable remainder and lead trusts, and decanting instruments
• Assist clients in creating and implementing strategies to protect and preserve assets.
• Comply with all client and firm standard operating procedures.
• Legal and tax research.

Qualifications:

• Bachelor’s degree and J.D. Degree
• Ideal candidates will have a minimum of 10+ years’ experience in trust and estate matters, business formation and related areas of law, including high net worth estate planning.
• The ideal candidate will have experience working directly with high-net-worth clients on estate preservation and planning strategies, including preparing revocable and irrevocable trusts for asset protection and tax strategies and managing reorganization of asset ownership.
• Have an existing referral base generating $200k + revenue.
• Handling surrogate court proceedings.
• Strong oral and written communication skills.
• Ability to organize factual and legal data into clear and logical arguments.
• Ability to handle sensitive matters on a confidential basis.
• An active license as an attorney in states that the firm operates in
• A high degree of initiative, mature judgment, and discretion.
• Organization and time management skills.

Physical Criteria:

• Ability to sit or stand for up to 8 hours a day
• Ability to hear and respond to conversations professionally
• Ability to use a mouse, keyboard
• Ability to handle varying stress levels (low, moderate, high, very high) and maintain professional composure.
• Ability to lift and carry up to 25 pounds.