Senior Estate Planning Attorney

Job Overview:
A law firm seeks an experienced estate planning attorney to join its growing practice in Coral Gables, FL. This role requires a deep understanding of complex trust and estate planning matters, with an emphasis on tax and wealth transfer strategies for high-net-worth individuals. The attorney will be responsible for providing sophisticated legal solutions, advising fiduciaries and beneficiaries, and managing trust administration. This position offers competitive benefits and opportunities for professional growth in an established legal practice.

Duties:

• Develop strategic estate and gift tax planning structures, including preferred partnerships, family limited partnerships, irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), and charitable lead annuity trusts.

• Draft and oversee corporate transactions related to estate planning, such as tax-free reorganizations and asset protection strategies.

• Prepare and file Federal Form 706 for estate and generation-skipping transfer taxes, coordinating with CPAs, financial advisors, and insurance providers to ensure compliance.

• File and review Form 709 for U.S. gift taxes, ensuring accurate reporting of cost basis, lifetime exemptions, and split-gift elections.

• Provide legal counsel on trust administration, including fiduciary responsibilities, tax implications, and beneficiary rights.

• Oversee investment, banking, and real estate holdings within trusts to ensure compliance with tax regulations.

• Produce fiduciary accountings for attorney-trustees, maintaining accurate financial records and reporting to beneficiaries.

• Review foundational estate plans before client submission, ensuring clarity and alignment with legal and financial objectives.

Requirements:

• Minimum of 7 years of experience in estate planning, trust administration, and asset protection law.

• Strong analytical skills with the ability to develop effective legal solutions for complex estate matters.

• Proficiency in drafting estate planning documents and structuring wealth transfer plans.

• Ability to manage multiple clients and legal matters simultaneously.

• Strong interpersonal skills for client interactions and professional collaboration.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Active membership with The Florida Bar.

Skills:

• Expertise in U.S. estate planning, wealth transfer strategies, and fiduciary responsibilities.

• Strong knowledge of Florida trust laws and asset protection strategies.

• Proficiency in legal drafting software such as WealthDocs and client management systems like Clio.

• Fluency in English and Spanish preferred.

• High level of attention to detail and strong organizational skills.

Benefits:

• Comprehensive health, dental, and vision insurance.

• 401(k) retirement plan.

• Four weeks of paid time off (PTO).

• Professional development assistance and continued education opportunities.

This position requires in-office work in Coral Gables, FL, to accommodate frequent client interactions. Candidates must demonstrate a strong commitment to estate planning and trust administration while working in a dynamic, client-focused legal environment.

This boutique law firm focuses its practice solely on family wealth succession and preservation. Its practice areas include wills, trusts, estate planning, asset protection and wealth protection, international estate and tax planning, and business and succession planning. One of its attorneys has been awarded the highest rating for ethical and professional excellence by Martindale-Hubbell. The firm's office is located in Coral Gables, Florida.