Private Client Trusts & Estates Associate/Senior Associate
Position Overview
Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 5 years of trusts and estates experience to join our nationally recognized practice in any of our Florida offices (Boca, Miami or West Palm Beach).
Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving; estate planning for retirement assets; and tax-efficient family wealth transfer strategies is a preferred.
Requirements
- Minimum of 5 years of demonstrated experience in sophisticated private client matters involving trusts and estates, including tax and succession planning
- Excellent technical, professional and client service skills
- Strong written and verbal communication and advocacy skills
- Team-oriented with an emphasis on collaboration
- Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs
- Member of Florida state bar in good standing is required
Hybrid Work Environment
Day Pitney recognizes the value of flexible working arrangements alongside the benefits of in-office collaboration. To support both, the firm offers a hybrid work environment that provides attorneys the ability to work remotely two days per week.
Private Client Department (PCD)
Day Pitney's Private Client Department (PCD) is dedicated to serving the unique needs of high-net-worth individuals and families, fiduciaries, family-owned businesses, and tax-exempt entities. We advise clients on sophisticated trusts and estates matters, tax strategies, and succession planning.
Widely recognized as a national leader in private wealth law, our Private Client team includes over 90 attorneys, making it one of the largest and most sophisticated practices on the East Coast. Our team collaborates closely with our probate and tax litigation teams to assist clients in navigating disputes and controversies involving families and their trusts and estates, our Family Office team to leverage multidisciplinary expertise from our corporate, tax, and transactional practices for every stage of wealth management, as well as many of our other practices to help our clients achieve their individual and business objectives.
Here are just a few of our recognitions:
- Day Pitney currently has 14 attorneys elected as a Fellow of The American College of Trust and Estate Counsel (ACTEC) – one of the most prestigious honors in the field.
- Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2024
- Named "Law Firm of the Year," in the "Best Law Firms" Trusts and Estates Law category by U.S. News & World Report and Best Lawyers®, 2021
- Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021
About Day Pitney
Day Pitney, an East Coast-based law firm with national and international reach, has approximately 300 attorneys in 13 offices in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island and Washington, DC. Day Pitney's Corporate, Litigation, and Trusts and Estates attorneys represent a variety of clients from individuals to Fortune 500companies. Since 1902, Day Pitney has been working collaboratively and effectively with clients in a wide range of industries, including Energy and Utilities; Financial Services; Healthcare and Life Sciences; Insurance and Reinsurance; Intellectual Property and Technology; Family Office Practice; Real Estate and Environmental; and Tax Exempt Organizations and Charitable Giving. Day Pitney's lawyers provide deep bench knowledge and experience and work seamlessly across disciplines to guide our clients through the evolving legal landscape. For more information on Day Pitney, visit www.daypitney.com.
Join Us
If you want to join a collaborative, energetic, and nurturing environment where you will take on complex challenges and have a direct impact on the successes of businesses and the lives of people, Day Pitney is the place for you. You will be a key contributor working on sophisticated legal matters alongside recognized leaders in their fields, with mentoring and support along the way to hone your skills and help you reach your career goals. Day Pitney is committed to the professional development of our associates and provides excellent and realistic opportunities for advancement and path to partnership (if that is the desired goal).
Required application materials include a cover letter, resume, transcript, and writing sample (two to three pages from your academic or work experience of which you are the sole author).
Day Pitney does not accept blind submissions or unsolicited resumes from search firms. All candidate and search firm submissions must be submitted through our online portal.
Day Pitney is an Equal Opportunity Employer.