Estate Planning Attorney with Proven Experience

Job Title: Senior Estate Planning Attorney

Job Overview

Are you ready to enhance your professional journey with a dynamic and mission-driven law firm? We are seeking an accomplished Estate Planning Attorney with a proven track record to join our exceptional team. If you resonate with our core values—being Driven, Resourceful, Intelligent, Resilient, and Accountable—then we invite you to connect with us!

Key Responsibilities

• Assess intricate trust and estate planning issues to devise effective strategies for clients.
• Draft sophisticated estate and gift tax planning frameworks, encompassing various corporate dealings and trusts, including ILITs, SLATS, and charitable lead annuity trusts.
• Oversee the preparation and submission of tax documents, such as Federal Form 706 and Form 709, ensuring compliance and accuracy.
• Offer expert counsel on trust and estate planning documentation, trustee responsibilities, beneficiary rights, and tax implications of distributions.
• Manage individual and family trusts, supervising investments, banking activities, real estate portfolios, and ensuring adherence to tax regulations.
• Prepare trust and fiduciary accountings for Attorney-Trustees, managing financial records, income, disbursements, and delivering accountings to beneficiaries.
• Review and authorize foundational estate plans prior to client submission.
• Draft comprehensive estate and gift tax planning structures and corporate transactions, including preferred partnership freezes, Family Limited Partnerships, and tax-free reorganizations.
• Coordinate the preparation and filing of Federal Form 706 for Estate and Generation-Skipping Taxes, liaising with clients and service providers to gather necessary documentation and prepare extensions as required.
• Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, ensuring proper tax treatment concerning cost basis, lifetime gifting exemptions, and split-gifts.
• Examine trust and estate planning documents, advising clients on trustees’ authorities and duties, dispositive provisions, beneficiary rights, and the tax treatment of distributions.
• Administer family and individual trusts, ensuring compliance with federal tax regulations.
• Generate trust and fiduciary accountings for Attorney-Trustees, managing incoming financial statements, identifying income and disbursements, and delivering accountings to trust beneficiaries.
  
  

Required Skills

• Active member of The Florida Bar.
• Demonstrated expertise in Estate Planning, Asset Protection, and Trust Administration.
• Quick comprehension of new legal principles in a rapidly evolving landscape.
• Proficient in drafting software such as WealthDocs and client management tools like Clio.
• Bilingual proficiency in English and Spanish.
  
  

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Minimum of 3 years of relevant experience in Estate Planning and Trust Administration.
• Proven experience in client interaction and managing complex estate matters.
  
  

Career Growth Opportunities

Joining our firm provides the chance for professional advancement in a nurturing and collaborative environment, where you can refine your expertise in Estate Planning while significantly impacting clients’ lives.

Company Culture And Values

We are a boutique firm dedicated to assisting clients in safeguarding their wealth and creating meaningful legacies. Our commitment lies in family wealth succession, including Estate Planning, Asset Protection, and Estate Administration. Our fervor for our work reflects our understanding of its importance.

Compensation And Benefits

• Competitive base salary ranging from \(120,000 to \)140,000.
• Quarterly bonuses based on billable hours.
• Additional percentage for any client matters you introduce to the firm.
  
  

If you are prepared to make a substantial difference while being part of a team that values innovation and strong client relationships, we encourage you to apply!

Employment Type: Full-Time