Morris Law Group, a successful growing Boca Raton, FL estate, wealth preservation and business planning boutique law firm is seeking an experienced Trusts and Estates Attorney to provide trust, estate and tax planning advice to high net worth individuals and entities. The right attorney will have worked with sophisticated estate planning, estate and trust administration, business succession planning and asset protection planning.
Education, training, experience:
|Job duties include but are not limited to the following: |
• Prepare and review client projects and documents;
• Oversee staff and review and draft estate planning, entity and asset protection documents and structures;
• Conduct full estate reviews and provide sophisticated tax planning advice to high net worth clients; and
• Research and prepare memoranda regarding complex tax, estate planning and offshore structuring issues to backup positions the firm recommends to clients
This is the trusts and estates position you have been waiting for: collegial teamwork environment, file responsibility and client contact, and the time and ability to create sophisticated estate plans for high net worth individuals and entities.
The successful candidate will possess a minimum of 3 years of large or boutique firm or in-house experience reviewing the estates of high net worth individuals and entities and advising them on trusts and estates planning.