Qualifications

• 2-10 years of legal experience, with a focus on trust and estates law.
• Experience in complex estate planning and asset protection planning.
• Experience with trusts and estate administration is preferred.
• An LLM in Taxation or a CPA designation is required.
• Active Florida Bar membership is necessary.

Responsibilities

• Advise clients on complex estate planning strategies.
• Draft and review estate planning documents and trust agreements.
• Oversee the administration of trusts and estates, ensuring compliance with legal requirements.
• Assist clients in asset protection planning and tax-efficient strategies.
• Work collaboratively with financial advisors and other professionals to form comprehensive plans.

Benefits

• Heavily subsidized health insurance on the first day of employment.
• Firm-funded HSA contributions ranging from $600 to $1,200 annually.
• 100% employee-only premium coverage for dental and vision insurance.
• Tax-advantaged accounts like Flexible Spending Accounts and Dependent Care Accounts available.
• Firm-paid life and long-term disability insurance.
• Access to an Employee Assistance Program (EAP).
• 11 paid holidays effective in 2026.
• Generous PTO policy for full-time employees.
• Traditional and Roth 401(k) options from day one with potential discretionary matching contributions.