Trust & Estate Attorney

Barclay Damon

$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Member in good standing of the Florida Bar or ability to obtain admission within a year
  • J.D. from an accredited law school
  • Minimum of five years of experience in trust and estate practice
  • Strong multitasking and client response skills
  • Preferred experience overseeing paralegals
  • Excellent communication and interpersonal abilities

Responsibilities

  • Work with clients to design personalized estate plans
  • Prepare wills, trusts, and beneficiary designations
  • Develop and implement business succession plans for small business owners
  • Counsel fiduciaries and charitable organizations
  • Assist with estate and income tax returns and accountings
  • Handle court proceedings in Florida and New York

Benefits

  • Strong emphasis on professional development and teamwork
  • Engagement with diverse client profiles across wealth levels
  • Opportunity to contribute to ongoing client relationships
  • Access to a supportive legal community
  • Possibility to work in a firm with a strong reputational network in multiple regions
Full Job Description
Trust & Estate Attorney

Bond, Schoeneck & King PLLC, a full-service law firm of more than 300 attorneys with 14 offices that are located across New York State, as well as in Boston, Kansas City, FL and NJ, is seeking an experienced Trust and Estate attorney at the Senior Associate, Senior Counsel or Member (Partner) level to join its Naples, FL office.

Location: Naples, FL

Qualifications:
  • Member, in good standing, of the Florida State Bar (or ability to become admitted within one year of hire)
  • J.D. degree from an accredited law school
  • An LLM in tax law or estate planning is helpful, but not required
  • The ideal candidate will have a minimum of five years of progressively responsible experience in trust and estate practice
  • Ability to multitask, meet deadlines and promptly respond to client's needs
  • Strong organizational, time management, and project management skills
  • Committed to legal profession and teamwork approach
  • Experience working with/overseeing paralegals is preferred but not required
  • Excellent interpersonal and communication skills

Bond's Trust and Estate attorneys are skilled at working with clients to identify their unique needs and create plans that meet those needs. Our customized plans include designing wills, trusts, beneficiary designations and other documents needed to transfer and protect assets. Bond also works with small business owners to design and implement business succession plans.

Our clients range from individuals of modest wealth to those of significant wealth, from younger clients building a career to older clients who have already amassed their wealth, from clients who are professionals or employees of larger entities to those involved in family businesses. We strive for an ongoing relationship knowing that family needs change and estate plans evolve.

Extending our trust and estate practice areas beyond families, we also counsel fiduciaries, owners of closely held businesses, and other charitable and tax-exempt organizations. Our services in these areas include preparation of estate & income tax returns, accountings, preparation of a wide range of business agreements, and the formation and administration of charitable trusts and private foundations. We also assist clients in a wide range of court proceedings in all courts throughout New York and Florida.

Candidates can learn more about our Trust & Estate practice here.

Listen to our podcast, Legally Bond.

HOW TO APPLY:

Click here to apply.

Note: unsolicited candidate submissions from third-party search firms will not be accepted at this time.

All inquiries will remain confidential. Actual compensation, and title, will depend upon a number of factors, including but not limited to the candidate's years of experience, qualifications, skill set, portable book of business, and office location.

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