Job Description
Job Description
Trusts & Estates / Private Wealth Partner- Miami, Florida
Our client, an AmLaw 200 law firm with a sophisticated private client practice, is seeking an experienced Trusts & Estates / Private Wealth Partner to join its growing team in Miami, Florida.
The ideal candidate will bring a strong background in estate planning, trust administration, tax planning, and wealth transfer strategies for high-net-worth individuals, families, and closely held business owners.
Responsibilities
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Advise clients on all aspects of estate, gift, and generation-skipping transfer tax planning.
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Develop and implement sophisticated estate and tax planning strategies, including family limited partnerships, grantor trusts, charitable planning, and related structures.
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Counsel fiduciaries and beneficiaries in trust and estate administration matters.
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Collaborate with investment advisors, accountants, and other professionals to deliver holistic wealth planning solutions.
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Manage and grow client relationships with ultra-high-net-worth individuals, family offices, and private businesses.
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Contribute to firm growth by leveraging an existing book of business and participating in business development initiatives.
Qualifications
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J.D. from an accredited law school; admission to practice in Florida required.
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10+ years of experience in trusts & estates, tax, or private wealth law at a leading firm or boutique.
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LL.M. in Taxation preferred but not required.
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Established client base or portable book of business strongly preferred.
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Deep knowledge of estate, gift, and income tax laws as they relate to individuals, trusts, and estates.
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Exceptional interpersonal, analytical, and drafting skills.
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Entrepreneurial mindset and commitment to providing personalized, high-touch client service.
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Fluent in Spanish is highly preferred.