Trust & Estate Attorney jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bond, Schoeneck & King PLLC · 1 day ago

Trust & Estate Attorney

Bond, Schoeneck & King PLLC is an Am Law 200 full-service law firm seeking an experienced Trust & Estate attorney to join its Naples, FL office. The role involves working with clients to create customized estate plans, including wills and trusts, and providing counsel to fiduciaries and business owners on succession planning and related legal services.

AdviceLaw EnforcementLegal
Hiring Manager
Kelly Capozzi
linkedin

Responsibilities

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
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

Qualification

Florida State Bar membershipJ.D. degreeLLM in tax lawTrustEstate experienceMultitaskingOrganizational skillsTime managementProject managementTeamworkInterpersonal skillsCommunication skills

Required

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
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
Excellent interpersonal and communication skills

Preferred

An LLM in tax law or estate planning is helpful, but not required
Experience working with/overseeing paralegals is preferred but not required

Company

Bond, Schoeneck & King PLLC

twittertwittertwitter
company-logo
Bond is a full-service law firm counseling individuals, companies, not-for-profits and public sector entities in a wide spectrum of practice areas.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Patrick Nicholson, CPA
Chief Financial Officer
linkedin
leader-logo
Bryan Donohue
Chief Operating Officer
linkedin

Recent News

Company data provided by crunchbase