What are the responsibilities and job description for the Trust Estate Partner Attorney position at gpac?
Attorney - Trust & Estate
Location Naples FL
We are seeking an experienced Trust & Estate Attorney with a small book of business to join our growing team. This position offers the opportunity to work on complex estate planning, trust administration, and probate matters while collaborating with high-net-worth clients and their families.
Key Responsibilities
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Location Naples FL
We are seeking an experienced Trust & Estate Attorney with a small book of business to join our growing team. This position offers the opportunity to work on complex estate planning, trust administration, and probate matters while collaborating with high-net-worth clients and their families.
Key Responsibilities
- Provide comprehensive trust and estate planning services tailored to individual client needs.
- Draft and review wills, trusts, and estate planning documents to ensure asset protection and tax efficiency.
- Handle all aspects of trust and estate administration, including probate proceedings, tax filings, and fiduciary guidance.
- Advise clients on wealth transfer strategies, including business succession planning and charitable giving.
- Conduct legal research and prepare detailed analyses on estate and trust matters.
- Work closely with financial advisors, tax professionals, and clients to create customized estate and trust plans.
- Juris Doctor (JD) and active membership in the Florida Bar.
- Minimum of 4 years of experience in trust and estate law.
- Must have a small book of business that will transition with you.
- Strong knowledge of the Florida Probate Code and Trust Code.
- Proficiency in preparing and reviewing estate and gift tax returns.
- Excellent drafting, research, and analytical skills.
- LL.M. in Taxation or Estate Planning.
- Experience advising high-net-worth clients on trust and estate strategies.
- Knowledge of federal estate and gift tax laws.
- Mentorship & Growth - Structured programs, including Associate Mentor and Accountability Partner Programs, support career development and firm integration.
- Attorney Committees - Associates and senior attorneys have a voice in compensation, training, career development, and work-life balance through dedicated committees.
- Competitive Benefits - Includes 401(k) matching, profit sharing, paid time off, health insurance, disability coverage, and an Employee Assistance Program.
- Work-Life Balance & Wellness - Enjoy team outings, social events, and mental health support through Lawyers Concerned for Lawyers (LCL).
- Salary DOE and size of book of business
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Salary : $100,000 - $250,000
