What are the responsibilities and job description for the Experienced Estate Planning Attorney position at Trust Counsel, P.L.?
Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you a sharp and driven Paralegal with Probate Litigation experience? Do you exemplify our core values: Are you Hungry, Scrappy, Smart, Anti-Fragile, and Take Ownership to get things done?
If you are, look no further! At our Trusts & Estates Law Firm, we are passionate about helping clients preserve, protect & Pass Down their legacy and we are seeking an enthusiastic and dedicated Probate Paralegal who shares our mission and values to join our growing team.
MUST HAVE PRIOR EXPERIENCE WORKING WITH SOPHISTICATED TRUSTS AND ESTATE PLANNING MATTERS.
We are an estate planning and asset protection law firm and our mission is to help clients preserve and protect their family, assets, and ultimately, their legacy. The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates. Knowledge of Florida trust administration as well as knowledge of Asset Protection and closely held business matters is desired.
If all you know how to do is draft basic estate planning documents, this role is not for you.
We pay a base salary plus quarterly bonuses based on hours billed. You will also get a percentage of any matter you bring into the firm. $120,000 - $140,000 Base plus Qtly Bonuses & Origination
If you already have a book of business, please describe it in the cover letter.
Full Benefits include Medical, Dental, Vision, 401(k), 4 weeks of PTO, and Professional development assistance.
Compensation: $120,000 - $140,000 yearly
If you are, look no further! At our Trusts & Estates Law Firm, we are passionate about helping clients preserve, protect & Pass Down their legacy and we are seeking an enthusiastic and dedicated Probate Paralegal who shares our mission and values to join our growing team.
MUST HAVE PRIOR EXPERIENCE WORKING WITH SOPHISTICATED TRUSTS AND ESTATE PLANNING MATTERS.
We are an estate planning and asset protection law firm and our mission is to help clients preserve and protect their family, assets, and ultimately, their legacy. The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates. Knowledge of Florida trust administration as well as knowledge of Asset Protection and closely held business matters is desired.
If all you know how to do is draft basic estate planning documents, this role is not for you.
- 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, Insurance Providers) 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 tax treatment 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 tax treatment of distributions
- Administer individual and family trusts with respect to investment and banking activity, real estate investments including rental properties, corporate and partnership interests, and ensure federal tax compliance
- Produce trust/fiduciary accountings for Attorney-Trustees including management of incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries.
We pay a base salary plus quarterly bonuses based on hours billed. You will also get a percentage of any matter you bring into the firm. $120,000 - $140,000 Base plus Qtly Bonuses & Origination
If you already have a book of business, please describe it in the cover letter.
Full Benefits include Medical, Dental, Vision, 401(k), 4 weeks of PTO, and Professional development assistance.
Compensation: $120,000 - $140,000 yearly
Salary : $120,000 - $140,000