Estate 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. We are now interviewing for a full-time Estate Planning Attorney with experience in sophisticated trusts and estate-planning matters for a dynamic Coral Gables Firm.
A flexible, hybrid work schedule is open for discussion!Attorney Requirements:Licensed in good standing to practice law in the State of FloridaMinimum of 3 years' experience in relevant practice areasExperience with sophisticated Trusts and Estate Planning mattersAnalyze sophisticated trust and estate planning matters to develop effective solutions for clientsDraft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity trustsCoordinate 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, managing financial statements, income, disbursements, and delivering 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, charitable lead annuity trusts, 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 documentation, prepare and file extensions where necessaryPrepare 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-giftsAnalyze 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 complianceProduce 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 beneficiariesAttorney Compensation: To $140,000 base plus quarterly bonuses & origination per year, negotiable.Benefits:Medical (paid 100% of Health Insurance – Blue Cross Blue Shield PPO)Dental401(k) contributions (we contribute even if you don't)Retirement PlanProfit-SharingWe welcome you to join our established network of legal professionals! Please submit your resume and we will contact you for an online meeting. Resume submissions will be kept in strict confidence.
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