Estate Planning Attorney

Recruiter

Coral Gables, FL

Estate Planning Attorney

Attorney

1-13 yrs required

Full-time

No

Job Title: Estate Planning Attorney
Job Location: Coral Gables, FL

Job Overview:
A reputable law firm is seeking an experienced Estate Planning Attorney to join their team. This role requires in-depth knowledge of sophisticated trust and estate planning matters, as well as a strong ability to navigate complex legal structures and provide expert advice. The ideal candidate will have experience in estate and gift tax planning, trust administration, and a commitment to excellence in client service.

Duties:

• Analyze complex estate planning and trust matters, offering tailored solutions to clients
• Draft advanced estate and gift tax planning structures, including various trust types like ILITs, SLATS, and charitable lead annuity trusts
• Coordinate the preparation and filing of tax forms (Federal Form 706, Form 709), ensuring compliance and precision
• Guide trust and estate planning documents, trustee responsibilities, and beneficiary rights
• Administer family and individual trusts, manage investments, and real estate holdings, and ensure tax compliance
• Prepare fiduciary accountings, including financial statements and income distributions, and deliver them to beneficiaries
• Review and finalize estate plans before submission to clients
• Collaborate with external professionals (CPAs, financial advisors) to ensure the completion of tax-related documentation
• Advise clients on tax implications and estate planning strategies to ensure optimal asset protection

Requirements:

• Membership with The Florida Bar
• Proven experience in estate planning, asset protection, and trust administration
• Ability to understand and implement new legal concepts quickly
• Experience with drafting software like WealthDocs and client management tools such as Clio
• Fluency in both English and Spanish

Education:

• Juris Doctor (JD) degree from an accredited law school

Certifications:

• Active membership with The Florida Bar

Skills:

• Expertise in trust and estate planning
• Proficiency in drafting legal documents related to estate and gift taxes
• Strong understanding of federal tax laws and compliance for trusts and estates
• Ability to effectively communicate complex legal concepts to clients
• Bilingual skills (English/Spanish)

Job Location:

• Coral Gables, FL