Estate & Tax Planning Attorney in Coral Gables, FL

Coral Gables, FL, United States

Industry: Legal | Type: Full-Time

Posted Date: Apr 18, 2024

Salary: USD 150000 to 180000 Annually

Practice Areas: Trusts and Estates

Qualifications: MUST HAVE PRIOR EXPERIENCE IN SOPHISTICATED TRUSTS & ESTATE PLANNING,
including but not limited to:

Draft 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 reorganizations.
Prepare 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 necessary.
Prepare 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-gifts.
Analyze trust and estate planning documents and advise clients with respect to trustees powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions.
Administer individual and family trusts with respect to investment and banking activity, real estate investments including rental properties, corporate and partnership interests and ensure federal and state tax compliance.
Produce 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 beneficiaries.
You must have enough experience in Estate Planning, Asset Protection, and Trust Administration to be COMPETENT, CONFIDENT, and mostly AUTONOMOUS in this role. LLM is not required.
Proficient in / ability to learn new drafting software like WealthDocs; Client Management Software like Clio, etc
Must be a member of The Florida Bar
Bilingual in Spanish Preferred