Trust & Estate Planning Associate Attorney

Direct Counsel is seeking a Trust & Estate Planning Associate Attorney to join a highly respected Am Law firm in its Tampa office.

This opportunity is ideal for an attorney with 1–3 years of experience in trust and estate planning, or a candidate who has recently completed an LL.M. in Taxation, with a focus on estate planning and related tax matters. The successful candidate will join a sophisticated estate planning practice advising high-net-worth individuals, families, businesses, and charitable organizations.

Key Responsibilities:

• Draft complex estate planning documents, including wills, trusts, and related instruments.

• Advise clients on estate, gift, and generation-skipping transfer tax planning strategies.

• Assist with estate and trust administration matters.

• Support business succession planning for high-net-worth individuals and family-owned businesses.

• Prepare federal gift and estate tax returns.

• Assist with probate proceedings for both taxable and non-taxable estates.

• Draft charitable giving and tax-exempt organization planning documents.

• Provide ongoing counseling to individuals and entities regarding wealth transfer and preservation strategies.

• Collaborate with attorneys across the firm on sophisticated tax and estate planning matters.

Qualifications:

• J.D. from an ABA-accredited law school.

• LL.M. in Taxation or 1–3 years of relevant trust and estate planning experience.

• Active membership and good standing with the Florida Bar.

• Experience drafting estate planning and related tax documents strongly preferred.

• Familiarity with estate, gift, and generation-skipping transfer tax issues.

• Strong legal drafting, research, and analytical skills.

• Excellent written and verbal communication abilities.

• Strong interpersonal skills and client-service orientation.

• Ability to manage multiple matters in a detail-oriented, deadline-driven environment.

• Outstanding academic credentials.

Why Apply?

This is an excellent opportunity to join a nationally recognized estate planning practice that provides sophisticated tax, trust, and wealth management counsel to a diverse client base. Attorneys in this group benefit from meaningful client interaction, hands-on experience with complex planning matters, and a collaborative environment that supports long-term professional development.

Compensation: $225,000 – $260,000, commensurate with experience and qualifications.

Benefits: Comprehensive benefits package including medical, dental, vision, 401(k), disability and life insurance, adoption assistance, and dependent care support.