Trust & Estates Partner (Miami, Florida)

Foxstone Recruiting

Trust & Estates Partner (Miami, Florida)

Miami, FL
Full Time
Paid
  • Responsibilities

    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

    • Advise clients on all aspects of estate, gift, and generation-skipping transfer tax planning.

    • Develop and implement sophisticated estate and tax planning strategies, including family limited partnerships, grantor trusts, charitable planning, and related structures.

    • Counsel fiduciaries and beneficiaries in trust and estate administration matters.

    • Collaborate with investment advisors, accountants, and other professionals to deliver holistic wealth planning solutions.

    • Manage and grow client relationships with ultra-high-net-worth individuals, family offices, and private businesses.

    • Contribute to firm growth by leveraging an existing book of business and participating in business development initiatives.

    Qualifications

    • J.D. from an accredited law school; admission to practice in Florida required.

    • 10+ years of experience in trusts & estates, tax, or private wealth law at a leading firm or boutique.

    • LL.M. in Taxation preferred but not required.

    • Established client base or portable book of business strongly preferred.

    • Deep knowledge of estate, gift, and income tax laws as they relate to individuals, trusts, and estates.

    • Exceptional interpersonal, analytical, and drafting skills.

    • Entrepreneurial mindset and commitment to providing personalized, high-touch client service.

    • Fluent in Spanish is highly preferred.