Williams Parker
Senior Trusts & Estates Attorney
Sarasota, Florida, United States · Senior
Sponsorship not specifiedDetected 10 days ago
TaxCommunicationCollaborationProblem Solving
About the role
- Counsel clients regarding estate, gift, and generation-skipping transfer tax planning strategies, including federal estate and gift tax return matters, Forms 706 and 709.
- Advise trustees, personal representatives, beneficiaries, family offices, and other fiduciaries on trust and estate administration matters.
- Member of The Florida Bar in good standing or eligible for admission.
Responsibilities
- Design and implement complex estate plans utilizing wills, revocable and irrevocable trusts, charitable planning vehicles, family business succession structures, and advanced wealth transfer techniques.
- Structure and implement advanced planning techniques involving SLATs, GRATs, QPRTs, irrevocable trusts, family limited partnerships, private foundations, and other sophisticated wealth transfer strategies.
- Collaborate with clients' accountants, financial advisors, family offices, and other professional advisors to develop integrated planning solutions.
- Collaborate with attorneys across corporate, real estate, labor & employment, and litigation practices to provide comprehensive counsel to clients and their families.
- Build and maintain trusted advisor relationships with clients, their families, and their professional advisors.
- Ability to collaborate effectively with attorneys, accountants, financial advisors, family offices, and professional staff.
- Strong analytical and problem-solving skills, with the ability to manage multiple sophisticated matters simultaneously.
Requirements
- Experience Approximately 8-10 years of private practice experience with a substantial focus on trusts, estates, transfer tax planning, and private client services.
Nice to have
- While a portable book of business is not required, candidates must possess strong technical expertise and the ability to step into near partner-level responsibilities with limited supervision.
- The ideal candidate will have served as the primary drafting or handling attorney on complex taxable estate matters and possess substantial experience with advanced wealth transfer planning techniques.
- Florida Bar Board Certification in Wills, Trusts & Estates or a related specialty is preferred.
- LL.M. in Taxation is strongly preferred, although comparable experience may be considered.
Benefits
- Prepare and review sophisticated estate planning documents, including wills, trusts, powers of attorney, health care advance directives, and related instruments.
- Education & Licensure Juris Doctor degree from an ABA-accredited law school.
- Significant experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care advance directives, and related planning instruments.
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