What are the responsibilities and job description for the Estate Planning Attorney position at ICX Group?
Position Overview
We are seeking a Trust & Estate Planning Attorney to craft and implement tailored estate plans for clients ranging from emerging entrepreneurs to ultra-high-net-worth families. The ideal candidate combines technical expertise with strategic insight and a client-focused advisory approach.
Key Responsibilities
- Develop and execute revocable and irrevocable trusts
- Advise on QSBS planning, including multi-trust stacking strategies
- Guide founders on pre-exit equity trust planning
- Structure advanced estate planning vehicles, including dynasty trusts, SLATs, GRATs, and ILITs
- Provide counsel on estate, gift, and generation-skipping tax strategies
- Establish and advise on private foundations and charitable trusts
- Support compliance and governance matters for private foundations
- Collaborate with tax advisors to deliver integrated planning solutions
- Counsel clients on family business succession planning
- Assist with trust administration and fiduciary responsibilities
- Review and update complex estate plans to ensure ongoing alignment with client goals
Qualifications
- Juris Doctor (JD) from an accredited law school
- Active Florida law license
- Minimum 5 years of experience in estate planning
- Proven experience drafting complex trusts
- In-depth knowledge of federal estate, gift, and GST tax regulations
- Experience with QSBS planning strategies
- Familiarity establishing and advising private foundations
- Strong written and verbal communication skills, with a client-oriented approach
Salary : $150,000 - $200,000