Experienced Estate Planning Attorney

Job Overview

A law firm seeks an experienced Estate Planning Attorney in Coral Gables, Florida. The ideal candidate will have a strong background in sophisticated trusts and estate planning matters, working with high-net-worth clients to develop comprehensive solutions.

Duties

• Analyze complex trust and estate planning matters to develop effective client solutions.
• Coordinate with the Probate Department on advanced estate planning legal issues.
• Draft intricate estate and gift tax planning structures, including ILITs, SLATS, and charitable lead annuity trusts.
• Prepare and file 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, and beneficiary rights.
• Administer individual and family trusts, overseeing investments and ensuring tax compliance.
• Prepare trust/fiduciary accountings and manage financial statements for Attorney-Trustees.
• Lead the team in the Foundational Estate Planning Department.

Requirements

• Membership with The Florida Bar is required.
• Demonstrated experience in Estate Planning, Asset Protection, and Trust Administration.
• Ability to quickly grasp new legal concepts in a constantly evolving field.
• Proficiency in drafting software like WealthDocs and client management software such as Clio.
• Fluency in both English and Spanish is necessary.
• This is an in-office position located in Coral Gables, Florida.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Active membership with The Florida Bar.

Skills

• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to lead and manage a team effectively.

Benefits

• Full benefits package available.

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.