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Open nowPosted 14 days ago

Private Client Services | Trusts & Estates Attorney

Workable (global search)108,016 open roles

Where
Sarasota, FL, United States
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Your applicationOpen nowPrivate Client Services | Trusts & Estates AttorneyWorkable (global search) · Sarasota, FL, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 14 days ago

Workable (global search) median: 7 days open

The posting

THE OPPORTUNITY

Williams Parker is seeking a Private Client Services | Trusts & Estates Attorney with approximately 8-10 years of private practice experience to join one of Florida’s largest and most respected Trusts & Estates practices.

This opportunity is intended for an accomplished attorney whose practice includes sophisticated estate planning, wealth transfer planning, taxable estates, transfer tax matters, and trust administration for high-net-worth individuals, multi-generational families, business owners, and fiduciaries. The successful candidate will assume significant responsibility for complex planning and administration matters while serving clients whose goals often span generations.

For more than a century, Williams Parker has served as a trusted advisor to individuals, families, businesses, and institutions, building an enduring legacy through sophisticated counsel, exceptional service, and meaningful community stewardship. Attorneys join a distinguished platform defined by long-standing client relationships, collaborative practitioners, and work of genuine complexity and lasting impact. A portable book of business is not required; however, candidates must bring the technical mastery, professional maturity, and sound judgment necessary to assume near partner-level responsibilities with limited supervision.

THE WORK YOU WILL LEAD

As a member of Williams Parker's Trusts & Estates practice, you will:

  • Preserve wealth, advance legacies, and guide consequential decisions. Counsel high-net-worth individuals, multi-generational families, business owners, and fiduciaries on sophisticated estate planning, wealth preservation, succession planning, and trust administration matters.
  • Architect sophisticated estate and wealth transfer strategies. Design and implement complex plans utilizing wills, revocable and irrevocable trusts, charitable planning vehicles, family business succession structures, SLATs, GRATs, QPRTs, family limited partnerships, private foundations, and other advanced wealth transfer techniques.
  • Navigate complex transfer tax matters with precision. Advise clients on estate, gift, and generation-skipping transfer tax planning and reporting, including federal estate and gift tax returns, Forms 706 and 709, and related matters.
  • Translate complex objectives into carefully crafted planning instruments. Prepare and review wills, trusts, powers of attorney, health care advance directives, and related documents with the technical rigor and attention to detail required for sophisticated private client engagements.
  • Unite legal, financial, and personal perspectives. Collaborate with accountants, financial advisors, family offices, other professional advisors, and attorneys across the Firm to develop integrated solutions responsive to each client’s family, business, and legacy objectives.
  • Become an enduring trusted advisor. Cultivate lasting relationships through discernment, attentiveness, technical excellence, responsive counsel, and an exceptional commitment to client service.

For more information about our Trusts & Estates practice, click here.

Requirements

THE EXPERIENCE YOU WILL BRING

You bring the experience, judgment, and client-centered perspective required to serve sophisticated private clients and their families, including:

  • A sophisticated private practice foundation. Approximately 8–10 years of private practice experience with a substantial focus on trusts and estates, estate and gift tax planning, wealth transfer strategies, trust administration, and related private client services matters.
  • A record of trusted private client counsel. Demonstrated success advising high-net-worth individuals, multi-generational families, business owners, and fiduciaries on sophisticated estate planning, wealth preservation, succession planning, and trust and estate administration matters.
  • Command of taxable estates and transfer tax matters. Significant experience serving as the primary drafting or handling attorney on complex taxable estate matters, including Forms 706 and 709, related audits, and estate, gift, generation-skipping transfer tax, and fiduciary income tax issues.
  • Mastery of advanced wealth transfer planning. Proven experience designing and implementing sophisticated strategies involving irrevocable trusts, SLATs, GRATs, QPRTs, family limited partnerships, charitable planning vehicles, private foundations, and related structures.
  • Discernment worthy of significant client trust. Exceptional judgment, analytical ability, attention to detail, and commitment to providing thoughtful, discreet, responsive, and practical counsel tailored to each client’s circumstances and long-term objectives.
  • The presence to communicate and collaborate with distinction. Excellent written and verbal communication skills, including the ability to make complex legal and tax concepts understandable and to work effectively with clients, attorneys, accountants, financial advisors, family offices, and professional staff.
  • The capacity to lead complex matters. Professional maturity, disciplined matter management, and the ability to exercise independent judgment while managing multiple sophisticated engagements with limited supervision.
  • Essential professional credentials. Juris Doctor degree from an ABA-accredited law school and membership in The Florida Bar in good standing, eligibility for admission, or willingness to sit for the Florida Bar Examination in the near future.
  • Distinguishing credentials welcomed. Florida Bar Board Certification in Wills, Trusts & Estates or a related specialty is preferred. An LL.M. in Taxation or CPA license is strongly preferred, although comparable substantive experience will be considered.

Benefits

A PLATFORM BUILT TO ENDURE

Williams Parker offers accomplished Trusts & Estates attorneys the opportunity to practice within one of the region's premier private client services platforms. Attorneys benefit from sophisticated planning work, long-standing client relationships, a collaborative culture, and the opportunity to serve high-net-worth individuals, families, business owners, and fiduciaries throughout a growing Southwest Florida market.

  • A century of excellence and a platform built to endure. Join one of Florida’s largest and most sophisticated Trusts & Estates practices, distinguished by deep technical capabilities, experienced practitioners, and a legacy of trusted counsel extending across generations.
  • The opportunity to build the practice you have envisioned. Assume meaningful responsibility, deepen your technical capabilities, develop enduring advisor relationships, and advance your career within a distinguished platform designed for sophisticated private client work.
  • Colleagues who elevate the work and one another. Work alongside experienced attorneys across Trusts & Estates, Corporate, Real Estate, Tax, Labor & Employment, and Litigation practices in a collegial culture that values accessibility, mentorship, knowledge sharing, and teamwork. Cross-disciplinary collaboration enables the Firm to provide coordinated counsel where clients’ personal, family, business, and financial interests intersect.
  • Work defined by complexity, consequence, and purpose. Advise on taxable estates, advanced wealth transfer planning, trust administration, business succession, and other significant matters that shape the preservation and transition of family wealth, businesses, and legacies.
  • Relationships measured in generations, not transactions. Serve long-standing clients, multi-generational families, fiduciaries, closely held business owners, and trusted professional advisors through relationships built on continuity, confidence, and mutual respect.
  • A growing market for sophisticated private client counsel. Practice in one of Florida’s most desirable regions while serving an increasingly sophisticated client base throughout Southwest Florida and beyond.
  • Service elevated by attentiveness and discernment. Join a Firm known for discretion, responsiveness, careful judgment, and a deeply personal approach to professional service. Attorneys are expected not only to understand the law, but also to understand what matters most to each client.
  • Community stewardship with lasting consequence. Become part of a Firm whose attorneys have served as trusted advisors, civic leaders, and stewards of the institutions, businesses, families, and organizations that have shaped the region for more than a century.
  • Resources that protect the value of an attorney’s time. Benefit from strong administrative, marketing, technology, and knowledge-management support that promotes efficient practice management, meaningful collaboration, relationship development, and exceptional client service.
  • A rewards package commensurate with the opportunity. Receive market-leading compensation, comprehensive health, dental, vision, disability, and life insurance, and an Employee Savings Plan and 401(k) with employer contributions.
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