Attorney- Estate Planning and Probate jobs in United States
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Berlin Patten Ebling, PLLC ยท 1 month ago

Attorney- Estate Planning and Probate

Berlin Patten Ebling, PLLC is an established and award-winning law firm focused on redefining excellence in the legal field. The role involves assisting with wealth preservation strategies and estate planning for high-net-worth individuals, requiring extensive experience in tax planning and estate administration.

Law EnforcementLegal TechReal Estate

Responsibilities

Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning
Have 7+ years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience for high-net-worth individuals
Prior experience drafting estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts, is required
Experience with probate, trust, and estate administration
Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Florida bar
Degree in accounting, CPA license, or LL.M. in Tax strongly preferred
Excellent academic and employment credentials
Superior writing capabilities and a thorough legal research process

Qualification

Estate planningProbate administrationTax planningJ.D. degreeLegal researchWriting capabilitiesTeam collaboration

Required

Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning
Have 7+ years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience for high-net-worth individuals
Prior experience drafting estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts, is required
Experience with probate, trust, and estate administration
Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Florida bar
Excellent academic and employment credentials
Superior writing capabilities and a thorough legal research process

Preferred

Degree in accounting, CPA license, or LL.M. in Tax strongly preferred

Benefits

Focus on Quality over Quantity: BPE has no billable hour requirement.
Energizing Work Culture: At Berlin Patten Ebling, we celebrate our successes together.
Employee Engagement: Be a part of our employee engagement committee, which encourages all employees to contribute.
Team Bonding Events: We regularly organize events that foster collaboration and a strong team spirit.
Firm Trip: We offer an all-expenses-paid annual company trip after one year, creating unforgettable memories.
Day-to-Day Perks: Various snacks and drinks are always available, including end-of-month lunch, employee appreciation, and more.
Community Involvement: Be a part of our community initiatives and contribute to making a positive impact.

Company

Berlin Patten Ebling, PLLC

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Berlin Patten Ebling is one of southwest Florida's few law firms concentrating on legal, title and litigation services specifically focused on real estate and estate planning.

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Conaboy, Esq.
Partner
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Chris Caswell
Attorney and Partner
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