Experienced HNW Estate Planning Attorney

Responsibilities

• Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients.
• Have experience with sophisticated /HNW domestic estate tax and asset protection planning.
• Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs.
• Cook up tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy.
• Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients.
• Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance.
• Prepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries.
• Review and approve Foundational Estate Plans before submission to clients.
• Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, 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 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.
• Advise Trustees in ongoing trust administrations.
• 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 tax compliance.
• Lead the Team of professionals in the Foundational Estate Planning Dept.

Qualifications

• Membership with The Florida Bar is a requirement for this position.
• Will consider someone with the required skill set who is moving from another state and is waiting to take the next FL bar exam.
• LLM is not required.
• Demonstrated experience in Estate Planning, Estate Tax Planning, Asset Protection, and Trust Administration is essential to showcase proficiency, certainty, and most of all, independence in this role.
• Being a constant learner and having the ability to quickly grasp new legal concepts in a constantly evolving field is crucial.
• Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio is a must.
• Fluency in Spanish is a plus.
• This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits.