Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual salary plus Origination and Full Benefits

The Freelance Firm, LLC•Fort Lauderdale, FL

24d•$150,000 - $180,000•Onsite

About The Position

Welcome to The Freelance Firm! We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney. This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits.

Requirements

Licensed in good standing to practice law in the State of Florida
Minimum of 10 years’ Estate Planning & Tax Planning experience
EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS
Well-organized and proven ability to meet deadlines
Self-starter and able to work independently
Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio

Responsibilities

Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients
Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs
Coordinate the preparation and filing of 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