Trusts and Estate Planning Attorney

A law firm seeks a highly skilled Trusts and Estate Planning Attorney to join its Coral Gables team. This role is central to the firm’s commitment to helping clients secure their legacy and protect their families. With a focus on sophisticated estate planning and trust administration, the ideal candidate will demonstrate autonomy, meticulous organization, and a client-centered approach.

Duties

• Draft complex estate and gift tax planning structures, including Family Limited Partnerships, SLATs, ILITs, and charitable trusts
• Prepare and file federal Form 706 for estate and generation-skipping transfer taxes, coordinating with clients and financial professionals
• Prepare and submit Form 709 for gift tax reporting, ensuring correct tax treatment and application of exemptions
• Review and interpret estate planning documents, advising clients on trustee powers, beneficiary rights, and tax implications of distributions
• Administer individual and family trusts, including asset management, real estate investments, and compliance with tax requirements
• Produce detailed fiduciary accountings, tracking income and disbursements, and deliver account summaries to beneficiaries
• Serve as a lead contact for clients, strategizing estate planning solutions and guiding them through complex legal processes
• Oversee staff involved in client administration and document preparation

Requirements

• Experience: Substantial experience in advanced estate planning, asset protection, and trust administration
• Technical Skills: Competent in drafting software (e.g., WealthDocs) and client management software (e.g., Clio)
• Independence: Ability to work confidently and autonomously in a specialized legal environment
• Client Communication: Skilled in providing high-quality service and direct client communication
• Language Skills: Bilingual in English and Spanish preferred

Education

• Degree: Juris Doctor (JD) from an accredited law school

Certifications

• Bar Admission: Licensed to practice law in the state of Florida

Skills

• In-depth knowledge of estate planning and tax strategies
• Strong organizational abilities and attention to detail
• Excellent written and verbal communication
• Proficiency in analyzing complex legal structures and tax implications
• Ability to effectively manage and lead a team

Benefits

• Health insurance
• Dental and vision insurance
• Retirement plan
• Paid time off
• Referral program

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.