Welcome to The Freelance Firm!
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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.
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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.
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Attorney Requirements:
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- Licensed in good standing to practice law in the State of Florida
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- Minimum of 10 years’ Estate Planning & Tax Planning experience
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- EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS
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- Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients
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- Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs
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- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy
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-Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients
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- Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance
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-Prepare trust/fiduciary accountings for Attorney -Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries
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-Review and approve Foundational Estate Plans before submission to clients
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-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
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-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
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-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
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-Advise Trustees in ongoing trust administrations
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-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
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-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
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-Lead the Team of professionals in the Foundational Estate Planning Dept
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- Well -organized and proven ability to meet deadlines
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- Self -starter and able to work independently
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- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio
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We welcome you to join our established network of legal professionals!
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Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.
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Resume submissions will be kept in strict confidence.
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Please visit our website at www.thefreelancefirm.com<\/a> to learn more about us and the services we provide!
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