Estate Planning & Tax Planning AttorneyWelcome to The Freelance Firm! We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney.
This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits. Attorney Requirements:Licensed in good standing to practice law in the State of FloridaMinimum of 10 years' Estate Planning & Tax Planning experienceExperience working with sophisticated high net worth (HNW) estate planning & asset protection mattersAnalyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clientsAnalyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTsCoordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracyProvide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clientsAdminister individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliancePrepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiariesReview and approve foundational estate plans before submission to clientsDraft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizationsPrepare 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 documentationPrepare 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-giftsAdvise Trustees in ongoing trust administrationsAnalyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributionsAdminister 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 complianceLead the team of professionals in the Foundational Estate Planning DeptWell-organized and proven ability to meet deadlinesSelf-starter and able to work independentlyProficiency in using drafting software like WealthDocs and Client Management Software such as ClioWe welcome you to join our established network of legal professionals! Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.
Resume submissions will be kept in strict confidence. Please visit our website at to learn more about us and the services we provide!
Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual salary plus Origination and Full Benefits in miami at Unknown Company
This position is listed as full time and able to be worked remotely.