Private Client Trust & Estates Associate - Florida (Boca Raton, Miami, West Palm Beach)
About The Position
Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 3 years of trust and estates experience to join our nationally recognized practice in any of our Florida offices (Boca Raton, Miami, or West Palm Beach). Ideal candidates will have demonstrated experience in estate planning and estate and trust administration, including knowledge of relevant Florida state and federal tax laws. There is a strong preference for candidates with experience with domestic estate planning and working with individuals and families on tax-efficient family wealth transfer strategies through estate, tax, business succession, and asset protection planning. Demonstrated experience with successfully managing estate and trust administration matters in and out of the Florida court system is a plus. Day Pitney's Private Client team has extensive experience serving the unique needs of individuals and their families, fiduciaries, and a broad range of tax-exempt entities. The team advises high net worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, including tax and succession planning. Day Pitney's Trust & Estates Practice is nationally recognized for its sophisticated private client work on behalf of high-net-worth individuals, families, and fiduciaries. The practice has received a Band 1 ranking in the Chambers High Net Worth Guide since 2016 and is consistently ranked among the top Trusts & Estates practices by Chambers and Partners and U.S. News – Best Lawyers® Best Law Firms®. The group includes multiple Fellows of the American College of Trust and Estate Counsel (ACTEC), reflecting its depth of expertise and commitment to the highest standards of the profession.
Requirements
- Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates
- Excellent technical, professional and client service skills
- Strong written and verbal communication and advocacy skills
- Team-oriented with an emphasis on collaboration
- Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs
- Member of Florida State bar in good standing
Nice To Haves
- Experience with domestic estate planning
- Experience working with individuals and families on tax-efficient family wealth transfer strategies through estate, tax, business succession, and asset protection planning
- Demonstrated experience with successfully managing estate and trust administration matters in and out of the Florida court system
Responsibilities
- Estate planning
- Estate and trust administration
- Managing estate and trust administration matters in and out of the Florida court system
- Advising high net worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, including tax and succession planning.
Benefits
- Hybrid work environment
- Ability to work remotely two days per week
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
