Estate Planning Attorney

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

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.