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

7d•$150,000 - $180,000•Onsite

About The Position

The Freelance Firm is a national network of experienced, high-level, freelance attorneys and paralegals providing remote, on-demand support for legal projects. Due to increased demand, they are interviewing for a full-time, in-office Florida-based Estate Planning & Tax Planning Attorney in Coral Gables, Miami-Dade County, Florida. This role involves frequent client visits and is not remote.

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.