Mid- to Senior-Level Trust And Estate Planning Associate Attorney | Tampa, FL

Detailed Information

  • Location: Tampa, FL

  • Company: BCG Attorney Search

Trust and Estate Planning Associate Attorney to provide comprehensive estate planning, trust administration, and wealth management advice to a diverse clientele.

The ideal candidate should possess 3-7 years of experience in sophisticated estate plan drafting, trust administration, and business succession planning.

Duties: Provide a full range of sophisticated estate planning, trust administration, and wealth management advice to individuals, businesses, and charitable organizations. Draft complex estate plans and business succession planning documents for high-net-worth individuals. Draft complex charitable giving documents. Counsel clients on income, gift, estate, and generation-skipping

tax planning. Assist with probate proceedings for taxable and non-taxable estates. Process Federal gift and estate tax returns. Conduct tax-exempt organization planning.

Requirements:3-7 years of experience in estate plan drafting, trust administration, estate and gift tax planning, and business succession planning. Demonstrated ability to thrive in a sophisticated practice in a busy, collegial environment. Strong writing, communication, and interpersonal skills. Education and Certifications: J. D. from an ABA-approved law school. An active member in good standing of the Florida Bar. Skills: Proficient in drafting complex estate plans and business succession planning documents. Knowledgeable

in charitable giving and tax planning. Familiarity with probate proceedings for taxable and non-taxable estates.

Experience processing Federal gift and estate tax returns. Ability to provide counsel on income, gift, estate, and generation-skipping tax planning. Strong written and verbal communication skills. A well-known, top-drawer firm with an especially strong health care practice, this firm offers offices across the U. S. in addition to European and Asian outposts. The firm is on an upward trajectory, with savvy acquisitions in hot markets marking the last decade. The accolades and honors keep rolling in for this firm, meaning that attorneys can be sure they will be among the best and the brightest.

A full-service firm with excellence in business law, litigation, and intellectual property, this is an excellent place to start or accelerate one? s career.

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