Partner or Of Counsel – Trust, Estate & Wealth Preservation Group

Location: Naples, Florida

About Quarles & Brady LLP:

Quarles & Brady LLP, a prominent national AmLaw 200 law firm, is seeking a Partner or Of Counsel to join our highly-regarded Trust, Estate & Wealth Preservation group in Naples, Florida. This opening is part of our succession planning and growth strategy.

Key Responsibilities:

• Provide strategic counsel and direct client management for individuals with taxable estates.
• Plan and draft complex estate plans, including the transfer of multi-generational wealth using various trusts such as GST-exempt trusts, GRATs, SLATs, and IDGTs.
• Handle post-mortem administration, tax return preparation, and/or review of Forms 706, 709, and 1041.
• Cultivate and expand client relationships through business development efforts.
• Collaborate effectively with colleagues across the firm to deliver high-quality client services.

Qualifications:

• Minimum of 10 years of experience in estate planning and administration.
• Strong expertise in drafting complex estate planning instruments.
• Florida bar admission required.
• Demonstrated ability to manage and grow client relationships.
• Portable business of approximately $250,000 preferred.
• Excellent interpersonal skills and a collaborative approach to working with colleagues.