What are the responsibilities and job description for the Trusts & Estates Associate position at Simpson Judge USA?
A premier, nationally recognized Private Client practice in Naples, Florida is seeking a talented mid-to-senior Trusts & Estates Associate for a clear partnership-track position.
This is an ideal opportunity for an attorney looking to step into a sophisticated wealth-planning practice without the grind of a mega-firm. You will work closely with senior practitioners advising high-net-worth individuals, multi-generational families, family offices, closely held enterprises, and philanthropic organizations.
Key Responsibilities
- Advanced Estate Planning: Design and draft sophisticated estate plans, complex trust instruments, and wealth-transfer structures.
- Client Advisory: Participate directly in client consultations, wealth-planning sessions, and family meetings.
- Trust & Estate Administration: Guide fiduciaries through probate, trust administration, and asset-funding mechanics.
- Tax & Compliance Oversight: Prepare and/or review complex federal estate, gift, and fiduciary income tax returns ($706$, $709$, $1041$), supported by dedicated fiduciary accountants.
- Specialized Planning: Assist with business succession strategies, corporate restructuring for families, and charitable giving vehicles.
Candidate Requirements
- Experience: 4-7 years of dedicated, high-level T&E experience gained at a reputable regional boutique, national, or AmLaw firm.
- Education: J.D. required; an LL.M. in Taxation or Estate Planning is strongly preferred.
- Admissions: Active member of the Florida Bar (or willingness to seek prompt admission).
- Skills: Immaculate drafting capabilities, strong command of federal transfer tax laws, and a polished, client-facing demeanor.
Why Make the Move?
- Clear Partnership Path: A transparent, merit-based trajectory toward equity partnership.
- Culture: A collegial, stable, and highly collaborative office environment with strong local roots and national prestige.
- Quality of Work: Premium, ultra-high-net-worth matters paired with a desirable Southwest Florida lifestyle.
Salary : $180,000 - $220,000