Trusts & Estates Associate – Bonita Springs, Florida Position Available In Lee, Florida

Trusts & Estates Associate – Bonita Springs, Florida Cummings & Lockwood

LLC – 3.9

Bonita Springs, FL Job Details Full-time From $150,000 a year 21 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program Vision insurance Life insurance Referral program Qualifications Succession planning 7 years Writing skills Research Mid-level Legal drafting Bar Estate planning Master of Laws Communication skills Wills, trusts, & estate law Full Job Description

TRUSTS & ESTATES ASSOCIATE – BONITA SPRINGS OFFICE

The Bonita Springs office of Cummings & Lockwood LLC is seeking a partnership-track associate to join our Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and gain experience with sophisticated Estate Planning and Estate and Trust Administration matters. Our Bonita Springs team has been together for over 20 years. Due to an increase in clients, our future plans, and succession planning, we are looking for a Trusts & Estates associate with a minimum of 2 to a maximum of 7 years of experience. The ideal candidate would have experience working with high net worth individuals and families in the design and drafting of estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents. This associate will participate in client conferences; draft estate planning documents; work with paralegals, fiduciary accountants, other attorneys, and clients in probate and trust administration; prepare and/or review gift tax returns, estate tax returns, and fiduciary income tax returns; conduct tax research; and assist other attorneys and clients with charitable planning. LL.M. in Taxation or Estate Planning preferred. Excellent academic credentials, exceptional writing and oral communication skills, and Florida Bar admission required (or willingness to become admitted in Florida). We are particularly interested in an associate who seeks a long-term professional opportunity with our respected firm. If you have heard about our firm and appreciate our philosophy and work ethic, and have the required credentials, we look forward to exploring this opportunity with you. Please include a cover letter, resume and transcripts with your application.

Job Type:

Full-time Pay:

From $150,000.00 per year

Benefits:

401(k) Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Referral program Vision insurance

Schedule:

Monday to Friday Ability to

Commute:

Bonita Springs, FL 34135 (Required)

Work Location:

In person