What are the responsibilities and job description for the Estate Planning Attorney with Experience position at Get It - Real Estate?
Job Overview
We are seeking a dedicated and skilled Estate Planning Attorney to join our esteemed Trusts & Estates Law Firm. This position offers an exciting opportunity to work in a collaborative and growth-oriented environment, focusing on helping clients safeguard their legacies.
Key Responsibilities
Joining our team presents a unique chance for professional development in a specialized legal field. You will have the opportunity to refine your skills, engage with clients, and contribute to impactful legal strategies that shape family legacies.
Company Culture And Values
We are a boutique firm of devoted attorneys committed to assisting clients in protecting their wealth and establishing enduring legacies. Our focus is on family wealth succession, and we are passionate about our work, fostering a collaborative and respectful culture.
Compensation And Benefits
Employment Type: Full-Time
We are seeking a dedicated and skilled Estate Planning Attorney to join our esteemed Trusts & Estates Law Firm. This position offers an exciting opportunity to work in a collaborative and growth-oriented environment, focusing on helping clients safeguard their legacies.
Key Responsibilities
- Evaluate and analyze intricate trust and estate planning challenges to devise effective solutions for clients.
- Draft complex estate and gift tax planning structures, including various corporate transactions and specialized trusts such as ILITs, SLATS, and charitable lead annuity trusts.
- Oversee the preparation and filing of tax forms, ensuring compliance and precision, including Federal Form 706 and Form 709.
- Provide comprehensive guidance on trust and estate planning documents, trustee obligations, beneficiary rights, and the tax implications of distributions.
- Manage individual and family trusts, directing investments, banking operations, and ensuring adherence to tax regulations.
- Prepare trust and fiduciary accountings for Attorney-Trustees, including managing financial statements and delivering accountings to beneficiaries.
- Review and finalize foundational estate plans prior to client submission.
- Draft extensive estate and gift tax planning frameworks, as well as corporate transactions, including preferred partnership freezes and tax-free reorganizations.
- Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, collaborating with clients and service providers to gather necessary documentation.
- Analyze trust and estate planning documents, advising clients on the powers and duties of trustees, dispositive provisions, beneficiary rights, and tax treatment of distributions.
- Proven expertise in Estate Planning, Asset Protection, and Trust Administration.
- Competence in drafting software such as WealthDocs and client management software like Clio.
- Ability to swiftly comprehend new legal concepts in a dynamic landscape.
- Bilingual proficiency in English and Spanish is essential.
- Active membership with The Florida Bar is required.
- Demonstrated experience in Estate Planning, Asset Protection, and Trust Administration.
Joining our team presents a unique chance for professional development in a specialized legal field. You will have the opportunity to refine your skills, engage with clients, and contribute to impactful legal strategies that shape family legacies.
Company Culture And Values
We are a boutique firm of devoted attorneys committed to assisting clients in protecting their wealth and establishing enduring legacies. Our focus is on family wealth succession, and we are passionate about our work, fostering a collaborative and respectful culture.
Compensation And Benefits
- Competitive salary range: \(120,000 - \)140,000.
- Performance-based quarterly bonuses contingent on billed hours.
- Additional incentives for any matters you introduce to the firm.
Employment Type: Full-Time
Salary : $120,000 - $140,000
