Williams Parker

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.

This listing is sourced directly from Williams Parker's careers page and normalized into a canonical job model.