Senior Attorney - Partner - Trusts & Estates

Trust Counsel PL•Coral Gables, FL

8d•$180,000•Onsite

About The Position

Are you a subject matter expert in HNW Estate Planning, Asset Protection, and Trust Administration, and want to advance in your career? Do you have a track record of success and are interested in playing an integral role at one of the area’s leading Trusts & Estates boutique law firms? If so, we want to speak with you. We’re hiring a Senior/Managing Attorney/ Partner in the Estate Planning Dept. to help us run the Planning Dept. 's legal operations, develop a team, and take it to the next level. You must be an experienced estate planning attorney who has worked with high-net-worth clients who have TAXABLE estates and complex Asset Protection concerns. Must have more than just foundational knowledge of trust and estate law, income, transfer, and generation-skipping taxation, with the ability to apply that knowledge to pre- and post-mortem planning. If I see "wills," "powers of attorney," or "healthcare directives" on your resume, you will NOT be getting a response from us - we are not looking for another paralegal with a JD. You must have the CONFIDENCE and the GRAVITAS to interact with and advise savvy clients, helping them design and execute strategies to legally mitigate or avoid the tax man and build a more secure future. You are an ADULT who is mature and ready to take their career seriously. We are looking for a person who is disciplined, organized, and can manage clients' matters from start to finish without stuff falling through the cracks. You will also be the leader of the Planning Dept with a whole team under you. We are a group of professionals and only want to work with other serious professionals. Do you exemplify our core values: Are you Hungry , Scrappy , Smart , Anti-Fragile, and Take Ownership? Then this might be the place for you! We want to connect!

Requirements

Must be an experienced estate planning attorney who has worked with high-net-worth clients who have TAXABLE estates and complex Asset Protection concerns.
Must have more than just foundational knowledge of trust and estate law, income, transfer, and generation-skipping taxation, with the ability to apply that knowledge to pre- and post-mortem planning.
You must have the CONFIDENCE and the GRAVITAS to interact with and advise savvy clients, helping them design and execute strategies to legally mitigate or avoid the tax man and build a more secure future.
You are an ADULT who is mature and ready to take their career seriously.
We are looking for a person who is disciplined, organized, and can manage clients' matters from start to finish without stuff falling through the cracks.
You will also be the leader of the Planning Dept with a whole team under you.
You must have mastered the alphabet soup of the trust world. You must know and love the whole gambit: GRATs, CRUTs, SLATs, QPRTs, DAPTs, and a host of others.
Must be a member of The Florida Bar
You must have enough experience in Complex Estate Planning, Asset Protection, and Trust Administration to be COMPETENT, CONFIDENT, and mostly AUTONOMOUS in this role.
Previous Management Responsibilities
Proficient in / ability to learn new drafting software like WealthDocs; Client Management Software like Clio, CRMs, etc.
This is NOT a remote position. The office is in Coral Gables.

Nice To Haves

Spanish Language strongly preferred
LLM is not required – especially if you are from another state where the local Law School hasn’t flooded the market with them.

Responsibilities

Analyzing a client’s family situation, assets, etc, and strategizing various solutions
Drafting and revising complex planning documents
Communicating directly with clients and other counsel/advisors
Managing administration matters from beginning to end
Discuss plans with clients for distributing clients’ assets
Drafting and advising clients regarding corporate ownership and structures
Managing the staff that reports to you
Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
This position supervises the Foundational Planning matters and runs the Advanced Estate Tax Planning & Asset Protection Matters.