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Estate Planning Jobs in Bonita Springs

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United States
Posted On Jun 26, 26
Full-time 5 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates fiduciary gift tax LLC Partnership Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates fiduciary gift tax LLC Partnership Probate Taxation trusts Wills

understand and address their estate planning needs. - Design and... draft estate planning documents, including wills,... fiduciary accountants, other attorneys, and clients in probate and trust administration. - Prepare and/or review gift tax returns, estate tax returns, and fiduciary... income tax...

Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

Job Title: Real Estate / Private Client /... Estate Planning Associate (4-6 years) Job... Responsibilities: - Collaborate with estate planning attorneys on real... estate aspects of wealth transfer... planning, residential and commercial real estate acquisitions, dispositions, and financings. -... Structure and negotiate real estate transactions involving estate planning......

Posted On Sep 22, 26
Full-time 33 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

a skilled and experienced Estate Planning Attorney to join... and personalized approach to estate planning for high net... worth individuals. Our firm has been recognized as a Best Place to Work for the past two years, and we are looking...

Posted On Sep 09, 26
Full-time 18 views Experience : Min 15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... planning, and business succession planning. -... Represent high net-worth individuals... in estate planning matters. - Manage trust... and... estate administration. - Demonstrate business development... experience, including maintaining...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

INTERNATIONAL ESTATE PLANNING SENIOR ASSOCIATE/COUNSEL/JUNIOR PARTNER Job... Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job... . taxes and coordinating with foreign counsel. - Structuring estate plan documents to benefit... foreign beneficiaries. - Advising . clients married to . citizen spouses on tax and estate planning...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection document review Estate Planning Insurance Living Trusts marketing trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection document review Estate Planning Insurance Living Trusts marketing trusts Wills

Job Title: Attorney, Estate Planning Team Job Responsibilities: - Meet... clients to recommend appropriate estate planning solutions, such as... clients through the entire planning process, including document review... and execution. - Collaborate with paralegals to ensure timely and accurate document drafting. - Maintain accurate...

Posted On Sep 08, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Estate Planning Probate Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Estate Planning Probate Software

to join our esteemed estate planning law firm. This... vital role offers an exciting opportunity to support legal professionals in managing a variety of administrative tasks, ensuring smooth office operations, and assisting with scheduling and document management. The ideal candidate...

Posted On Sep 05, 26
Full-time 17 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

the area of trust, estate, and wealth preservation. The... to manage client relationships directly and handle complex estate planning and drafting for... clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with... taxable estates. - Facili...

Posted On Sep 08, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
private client
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
private client

to: - Engaging in advanced estate, gift, and GST tax... planning specifically for high net... worth individuals. - Drafting complex planning-related documents with a high... level of precision and expertise. - Assisting with the administration of trusts and estates, ensuring compliance w...

Posted On Aug 24, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Elder Law Estate Planning Partnership
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Elder Law Estate Planning Partnership

Title: Managing Attorney Job Responsibilities: - Oversee day-to-day operations of the legal team to ensure cases progress efficiently and meet firm benchmarks for timeliness and quality. - Monitor key performance indicators (KPIs) related to case flow, productivity, and client outcomes, and implement adjustments...

Posted On Sep 15, 26
Full-time 2 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family fiduciary gift tax Partnership private client Probate Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family fiduciary gift tax Partnership private client Probate Taxation trusts

Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a part of the Private Clients Group within the law firm. The role involves working on sophisticated estate planning, drafting, and administration,... along with engaging in direct client...

Posted On Sep 18, 26
Full-time 4 views Experience : 3-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Job Title: Probate & Estate Administration Attorney Job Responsibilities: -... Represent clients in probate and estate administration matters, ensuring compliance... with all applicable - Advise clients on estate planning, including wills, trusts,... related to probate and estate administration, such as petitions,......

Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Litigation - General (consumer) Real Estate - General Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning Family Law health insurance Insurance Litigation pleadings Profit Sharing
Practice Area:
Litigation - General (consumer) Real Estate - General Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning Family Law health insurance Insurance Litigation pleadings Profit Sharing

Title: Paralegal Job Responsibilities: The role of a Paralegal at the law firm encompasses a wide range of duties aimed at providing comprehensive legal support to attorneys. Responsibilities include but are not limited to: - Preparing and drafting various legal documents such as...

Trusts and Estates Attorney

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Posted On Aug 12, 26
Full-time 2 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

successful candidate will have a strong background in estate planning and administration, working... directly with high-net-worth estate preservation and planning strategies... for legal documents such as Last Wills & Testaments, Revocable and Irrevocable Trusts, and Powers of...

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