Job Description
MUST HAVE PRIOR EXPERIENCE WORKING WITH SOPHISTICATED TRUSTS AND ESTATE PLANNING MATTERS.
Compensation:
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.
Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you a sharp and driven Attorney with an extensive Estate Planning 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 and protect their legacy, and we are seeking an enthusiastic and dedicated Experienced Estate Planning Attorney who shares our mission and values to join our growing team.
Responsibilities:
- 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, 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.
Qualifications:
- Membership with The Florida Bar is a requirement for this position.
- Demonstrated experience in Estate Planning, Asset Protection, and Trust Administration is essential to showcase proficiency, certainty, and independence in this role.
- Ability to quickly grasp new legal concepts in a constantly evolving field is crucial.
- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio is a must.
- Fluency in both English and Spanish is necessary.
- This is an in-office position located in Coral Gables, not a remote role due to frequent client visits.
About Company:
Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.
Our Vision:
We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.
We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.
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