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Trust and Estate Attorney
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2025-12-05
Listing for:
Stealth
Full Time
position Listed on 2025-12-05
Job specializations:
-
Law/Legal
Tax Law -
Finance & Banking
Tax Law
Job Description & How to Apply Below
This boutique law firm is well-regarded for its sophisticated trusts & estates practice
, representing ultra-high-net-worth individuals, families, and business owners
. The team provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering highly personalized client service. This is an excellent opportunity to join a respected firm and work directly with complex, high-value matters.
$/yr - $/yr
Key Responsibilities- Advise ultra-high-net-worth clients on estate planning, wealth preservation, and asset protection strategies
- Draft and review trusts, wills, and related estate planning documents
- Handle sophisticated tax and wealth transfer planning, including charitable giving strategies
- Work closely with financial advisors, accountants, and other professionals to coordinate comprehensive client solutions
- Provide guidance on trust administration and estate settlement matters
- 3–6 years of trusts & estates experience
, with exposure to ultra-high-net-worth clients strongly preferred - Strong knowledge of estate planning, trust administration, and tax planning strategies
- Exceptional drafting, analytical, and problem-solving skills
- Licensed and in good standing with The Florida Bar
- Professionalism, discretion, and client service skills are essential
- Comprehensive benefits package, including 401(k), health, dental, vision, and disability coverage
- Opportunity for professional development and career growth in a sophisticated practice environment
Mid-Senior level
Employment TypeFull-time
Job FunctionLegal Services and Law Practice
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