Estate Attorney

Law Office of David M. Goldman • Jacksonville, FL

14d • Onsite

About The Position

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply! Draft and review wills, trusts, powers of attorney, and other estate planning documents. Advise clients on estate planning strategies, tax implications, and asset preservation. Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration. Handle estate and trust administration matters, ensuring compliance with relevant laws and regulations. Communicate effectively with clients, providing clear explanations of legal processes and options. Offer legal guidance in estate planning, business formation, and special needs planning. Draft legal documents related to trusts, wills, powers of attorney, and business formation. Collaborate with clients to develop and implement strategies that protect and preserve their assets. Licensed to practice law in FL Able to work out of our Lakeland office Juris Doctor (JD) from an accredited law school; an LLM in estate planning or tax law is strongly preferred but not required You Should Know Some of the Following Trusts & estates, including estate planning, probate, and trust administration Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entities, filings Experience with federal estate tax returns and federal gift tax returns is a plus Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly Detail-oriented with a proactive approach to problem-solving and client service Must be licensed to practice law in Florida and have the ability and desire to work in our Jacksonville office.

Requirements

• Licensed to practice law in FL
• Able to work out of our Lakeland office
• Juris Doctor (JD) from an accredited law school
• Must be licensed to practice law in Florida and have the ability and desire to work in our Jacksonville office.

Nice To Haves

• an LLM in estate planning or tax law is strongly preferred but not required
• Trusts & estates, including estate planning, probate, and trust administration
• Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entities, filings
• Experience with federal estate tax returns and federal gift tax returns is a plus
• Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly
• Detail-oriented with a proactive approach to problem-solving and client service

Responsibilities

• Draft and review wills, trusts, powers of attorney, and other estate planning documents.
• Advise clients on estate planning strategies, tax implications, and asset preservation.
• Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration.
• Handle estate and trust administration matters, ensuring compliance with relevant laws and regulations.
• Communicate effectively with clients, providing clear explanations of legal processes and options.
• Offer legal guidance in estate planning, business formation, and special needs planning.
• Draft legal documents related to trusts, wills, powers of attorney, and business formation.
• Collaborate with clients to develop and implement strategies that protect and preserve their assets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree