Estate Planning Attorney
The Siegel Law Group, P.A., Boca Raton, FL, United States
Siegel Law Group
is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients statewide. Our practice areas include probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are dedicated to helping clients navigate complex legal matters with clarity, compassion, and purpose.
We are seeking an experienced
Estate Planning & Probate Attorney with estate tax planning experience
to join our growing legal team. This role is ideal for an attorney who can manage sophisticated planning matters, advise high‑net‑worth families, handle probate and trust administration, and provide exceptional client service in a collaborative, growth‑oriented environment.
The ideal candidate combines technical legal knowledge with strong interpersonal skills, practical judgment, and a commitment to helping clients protect assets and preserve family wealth.
Key Responsibilities
Design and implement customized estate plans for individuals, families, business owners, and high‑net‑worth clients
Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, and incapacity planning
Structure advanced planning strategies involving estate, gift, and generation‑skipping transfer tax considerations
Draft and review sophisticated planning vehicles such as ILITs, GRATs, SLATs, QPRTs, dynasty trusts, and charitable planning tools
Counsel clients regarding business succession planning, family entities, and legacy preservation strategies
Coordinate planning with CPAs, financial advisors, wealth managers, and trustees
Communicate clearly, professionally, and compassionately with clients throughout the legal process
Ensure compliance with Florida law, court rules, and firm procedures
Collaborate with firm leadership to improve processes, workflow, and growth initiatives
Qualifications
Juris Doctor (JD) from an accredited law school
Active member in good standing with The Florida Bar
5+ years of estate planning, trusts & estates, probate, or related experience
Demonstrated experience with estate tax, gift tax, or advanced wealth transfer planning
Strong drafting skills for sophisticated trust documents
Knowledge of Florida probate, trust, and estate planning law
Strong client communication and relationship‑building skills
Ability to independently manage matters from intake through completion
Highly organized, detail‑oriented, and solutions‑focused
LL.M. in Taxation or Estate Planning (preferred)
Experience with high‑net‑worth clientele (preferred)
Benefits & Compensation
Competitive annual compensation range:
$100,000 – $150,000 , based on experience
Bonus opportunities tied to production and performance
Life & Disability Coverage
Paid Time Off and Paid Holidays
401(k) plan with Safe Harbor Contribution
Strong administrative and paralegal support staff
The Siegel Law Group is an equal opportunity employer.
#J-18808-Ljbffr
is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients statewide. Our practice areas include probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are dedicated to helping clients navigate complex legal matters with clarity, compassion, and purpose.
We are seeking an experienced
Estate Planning & Probate Attorney with estate tax planning experience
to join our growing legal team. This role is ideal for an attorney who can manage sophisticated planning matters, advise high‑net‑worth families, handle probate and trust administration, and provide exceptional client service in a collaborative, growth‑oriented environment.
The ideal candidate combines technical legal knowledge with strong interpersonal skills, practical judgment, and a commitment to helping clients protect assets and preserve family wealth.
Key Responsibilities
Design and implement customized estate plans for individuals, families, business owners, and high‑net‑worth clients
Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, and incapacity planning
Structure advanced planning strategies involving estate, gift, and generation‑skipping transfer tax considerations
Draft and review sophisticated planning vehicles such as ILITs, GRATs, SLATs, QPRTs, dynasty trusts, and charitable planning tools
Counsel clients regarding business succession planning, family entities, and legacy preservation strategies
Coordinate planning with CPAs, financial advisors, wealth managers, and trustees
Communicate clearly, professionally, and compassionately with clients throughout the legal process
Ensure compliance with Florida law, court rules, and firm procedures
Collaborate with firm leadership to improve processes, workflow, and growth initiatives
Qualifications
Juris Doctor (JD) from an accredited law school
Active member in good standing with The Florida Bar
5+ years of estate planning, trusts & estates, probate, or related experience
Demonstrated experience with estate tax, gift tax, or advanced wealth transfer planning
Strong drafting skills for sophisticated trust documents
Knowledge of Florida probate, trust, and estate planning law
Strong client communication and relationship‑building skills
Ability to independently manage matters from intake through completion
Highly organized, detail‑oriented, and solutions‑focused
LL.M. in Taxation or Estate Planning (preferred)
Experience with high‑net‑worth clientele (preferred)
Benefits & Compensation
Competitive annual compensation range:
$100,000 – $150,000 , based on experience
Bonus opportunities tied to production and performance
Life & Disability Coverage
Paid Time Off and Paid Holidays
401(k) plan with Safe Harbor Contribution
Strong administrative and paralegal support staff
The Siegel Law Group is an equal opportunity employer.
#J-18808-Ljbffr