Description:

Job Duties:
  • Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning.
  • Have 2-5 years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience for high-net-worth individuals.
  • Prior experience drafting estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts, is required.
  • Experience with probate and trust and estate administration is preferred.
  • Prior law firm practice experience is a must.
  • Must possess superior writing capabilities and thorough legal research prowess.

Requirements:
  • Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Florida bar.
  • 2-5 years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience
  • Prior experience in drafting estate planning documents
  • Experience with probate and trust and estate administration
  • Prior experience in law firm private practice
  • Degree in accounting, CPA license, or LL.M. in Tax strongly preferred
  • Excellent academic and employment credentials
  • Superior writing capabilities and thorough legal research prowess