Job Description
We are now interviewing for a full-time Estate Planning Attorney with experience in sophisticated trusts and estate-planning matters for a dynamic Coral Gables Firm.
A flexible, hybrid work schedule is open for discussion!
Attorney Requirements:
- Licensed in good standing to practice law in the State of Florida
- Minimum of 3 years' experience in relevant practice areas
- Experience with sophisticated Trusts and Estate Planning matters
- Analyze sophisticated trust and estate planning matters to develop effective solutions for clients
- Draft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity trusts
- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy
- Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients
- Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance
- Prepare trust/fiduciary accountings for Attorney-Trustees, managing financial statements, income, disbursements, and delivering accountings to beneficiaries
- Review and approve Foundational Estate Plans before submission to clients
- Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships,ILITs, SLATS, charitable lead annuity trusts, intentionally defective irrevocable trusts, and tax-free reorganizations
- Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, InsuranceProviders) to receive supporting documentation, prepare and file extensions where necessary
- Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation-skipping trusts, etc., and ensure proper taxtreatment with respect to cost basis, lifetime gifting exemptions, and split-gifts
- Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and taxtreatment of distributions
- Administer individual and family trusts with respect to investment and banking activity, real estate investments including rental properties, corporate andpartnership interests, and ensure federal tax compliance
- Produce trust/fiduciary accountings for Attorney-Trustees including management of incoming bank statements, identifying and recording income and disbursementsin accounting software, and delivering accountings to trust beneficiaries.
Attorney Compensation: To $140,000 base plus quarterly bonuses & origination per year, negotiable.
Benefits:
- Medical (paid 100% of Health Insurance - Blue Cross Blue Shield PPO)
- Dental
- 401(k) contributions (we contribute even if you don't)
- Retirement Plan
- Profit-Sharing
We welcome you to join our established network of legal professionals!
Please submit your resume and we will contact you for an online meeting.Resume submissions will be kept in strict confidence.
Please visit our website at www.thefreelancefirm.com to learn more about us and the services we provide!
