Placing People First!

 § Title: Senior Private Client Advocate | Trusts & Estates Associate

Practice Area: Sophisticated Wealth Management, Generational Planning, and Fiduciary Administration

§ Location: Naples, FL

§ Salary: $215,000 to $310,000 Base Salary (Comprehensive benefits package including performance-based incentives and retirement contributions)

§ Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed

§ The Firm:

People Placers Staffing is proud to represent a distinguished AmLaw 200 firm with a storied legacy of serving the nation’s most affluent individuals and philanthropic organizations. This firm consistently earns Tier 1 and Tier 2 rankings by U.S. News - Best Lawyers® and Chambers USA for its Private Wealth Law practice. Renowned for its "white-glove" service and intellectual depth, the firm has been recognized by Martindale-Hubbell with the highest possible ratings for ethical standards and legal ability.

Founded on the principle of providing bespoke, multi-generational legal counsel, the firm operates with a collaborative, team-centric philosophy that eschews the rigid silos found in traditional BigLaw environments. The Naples office serves as a primary hub for the firm’s ultra-high-net-worth (UHNW) client base, offering a sophisticated platform for an attorney looking to manage complex domestic and international estate matters while enjoying the professional autonomy afforded by a premier regional presence.

§ Duties:

The incoming Senior Trusts & Estates Associate will serve as a primary architect of wealth preservation strategies, providing nuanced legal guidance to a robust portfolio of family offices, private foundations, and high-net-worth families. This role balances high-level drafting with significant client-facing engagement.

Specific responsibilities include:

⨖ Facilitating high-stakes client conferences to ascertain long-term legacy goals and financial objectives.

⨖ Formulating and drafting complex estate planning instruments, including sophisticated revocable and irrevocable trusts, asset protection vehicles, and specialized tax-efficient transfer documents.

⨖ Overseeing the full lifecycle of probate and trust administration, coordinating with fiduciary accountants and paralegals to ensure seamless execution of decedent estates.

⨖ Preparing and reviewing technical tax filings, specifically focusing on gift tax returns, estate tax returns, and fiduciary income tax returns.

⨖ Conducting advanced legal research regarding evolving tax codes and charitable planning strategies to mitigate tax exposure for closely held businesses and charitable entities.

§ Qualifications:

⨖ Juris Doctor (J.D.) from an ABA-accredited law school with an exemplary academic record.

⨖ Active Florida Bar License in good standing, or a firm commitment to achieve Florida admission within a specified timeframe.

⨖ Four (4) to Seven (7) Years of substantive experience focused on estate planning and fiduciary administration within a reputable law firm setting.

⨖ Demonstrated proficiency in navigating complex tax implications inherent in high-value asset transfers.

⨖ Exceptional interpersonal skills and the ability to articulate complex legal concepts to sophisticated laypeople.

§ Skills:

⨖ An L.L.M. in Taxation or Estate Planning from a top-tier program is highly preferred.

⨖ Prior experience advising on the unique needs of family offices or multi-generational business succession planning.

⨖ Advanced technical expertise in charitable giving vehicles and foundation governance.

⨖ A proactive, self-motivated approach to practice management with a keen eye for granular detail in complex drafting.

!Notice¡

*This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.