Tax Trusts & Estate Attorney

Location: Boca Raton, FL (33481)
Company: Affinity
Job Type: Full Time
Posted: 20 days ago
Reposted: 6 days ago
About the Opportunity: Our firm is seeking a highly motivated and experienced attorney to join our thriving Trust & Estate Planning practice group. This is a unique opportunity for an individual with a strong background in tax law and advanced knowledge of estate planning and trusts to provide comprehensive legal counsel to our high-net-worth clients.

Responsibilities: Develop and implement sophisticated estate plans for individuals and families, considering complex tax implications. Draft and review wills, trusts, powers of attorney, and other estate planning documents. Advise clients on asset protection strategies to minimize estate taxes and maximize asset transfers.

Assist with estate and trust administration, including probate and non-probate proceedings. Provide legal guidance on tax planning and compliance issues related to estate planning matters. Collaborate with financial advisors, accountants, and other professionals to ensure comprehensive client service.

Stay current on changes and developments in tax law and estate planning regulations. Maintain a strong understanding of Florida trust and estate laws and their application to client situations. Develop and maintain strong client relationships built on trust and communication.

Qualifications: Juris Doctor (J.D.) degree from an accredited law school. Master of Laws (LL.M.) in Taxation or Estate Planning preferred.

Minimum of 7+ years of experience in trust and estate law, with a strong focus on tax implications. Proven experience in drafting sophisticated estate planning documents, including wills, trusts, and powers of attorney. Demonstrated success in representing clients in estate and trust administration matters.

Excellent analytical and problem-solving skills. Strong communication and interpersonal skills, with the ability to build rapport with clients. Ability to work independently and as part of a team.

Admission to the Florida Bar mandatory. Compensation & Benefits: We offer a competitive salary and benefits package commensurate with experience and qualifications

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