Wizehire
Overview
Join to apply for the
Experienced HNW Estate Planning Attorney
role at
Wizehire . Must have prior experience working with sophisticated high net worth (HNW) estate planning and asset protection matters. If you are a sharp and driven attorney with extensive estate planning experience serving sophisticated high-net-worth clients, this may be for you. At our Trusts & Estates Law Firm, we are passionate about helping clients preserve and protect their legacy, and we are seeking a driven and dedicated Experienced Estate Planning & Asset Protection Attorney to join our growing team. Compensation:
$120,000 - $180,000
(depending on skills, bonus, etc.) plus origination and full benefits. An initial practical skills assessment will be sent upon applying to determine your level of knowledge in this practice area. If your experience is limited to basic revocable living trusts, this position may not be a fit. Responsibilities
Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. Coordinate with the Probate Department to assist with cross-over questions regarding tax and more advanced estate planning-related issues. Have experience with domestic estate tax and asset protection planning. Analyze and prepare complex estate and gift tax planning structures, including ILITs, SLATs, QPRTs, IDGTs, and related corporate transactions and trusts. 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. Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and tax compliance. Prepare trust/fiduciary accountings, 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 Family Limited Partnerships and other structures. Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinating with clients and service providers to obtain supporting documentation. Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees and gifting trusts, ensuring proper tax treatment. Advise trustees in ongoing trust administrations. Analyze trust and estate planning documents and advise clients on trustees’ powers, duties, dispositive provisions, beneficiary rights, and tax treatment of distributions. Lead the team of professionals in the Foundational Estate Planning Department. Qualifications
Membership with The Florida Bar is required. LLM is not required. Demonstrated experience in Estate Planning, Asset Protection, and Trust Administration is essential. Ability to quickly grasp new legal concepts in a constantly evolving field. Proficiency with drafting software such as WealthDocs and Client. Experience with practice management software such as Clio. Fluency in both English and Spanish is important. This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits. About the Firm
We are a boutique firm of dedicated attorneys specializing in family wealth succession, estate planning, asset protection, and estate administration. We are committed to helping clients protect their legacies and prosper across generations.
#J-18808-Ljbffr
Join to apply for the
Experienced HNW Estate Planning Attorney
role at
Wizehire . Must have prior experience working with sophisticated high net worth (HNW) estate planning and asset protection matters. If you are a sharp and driven attorney with extensive estate planning experience serving sophisticated high-net-worth clients, this may be for you. At our Trusts & Estates Law Firm, we are passionate about helping clients preserve and protect their legacy, and we are seeking a driven and dedicated Experienced Estate Planning & Asset Protection Attorney to join our growing team. Compensation:
$120,000 - $180,000
(depending on skills, bonus, etc.) plus origination and full benefits. An initial practical skills assessment will be sent upon applying to determine your level of knowledge in this practice area. If your experience is limited to basic revocable living trusts, this position may not be a fit. Responsibilities
Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. Coordinate with the Probate Department to assist with cross-over questions regarding tax and more advanced estate planning-related issues. Have experience with domestic estate tax and asset protection planning. Analyze and prepare complex estate and gift tax planning structures, including ILITs, SLATs, QPRTs, IDGTs, and related corporate transactions and trusts. 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. Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and tax compliance. Prepare trust/fiduciary accountings, 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 Family Limited Partnerships and other structures. Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinating with clients and service providers to obtain supporting documentation. Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees and gifting trusts, ensuring proper tax treatment. Advise trustees in ongoing trust administrations. Analyze trust and estate planning documents and advise clients on trustees’ powers, duties, dispositive provisions, beneficiary rights, and tax treatment of distributions. Lead the team of professionals in the Foundational Estate Planning Department. Qualifications
Membership with The Florida Bar is required. LLM is not required. Demonstrated experience in Estate Planning, Asset Protection, and Trust Administration is essential. Ability to quickly grasp new legal concepts in a constantly evolving field. Proficiency with drafting software such as WealthDocs and Client. Experience with practice management software such as Clio. Fluency in both English and Spanish is important. This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits. About the Firm
We are a boutique firm of dedicated attorneys specializing in family wealth succession, estate planning, asset protection, and estate administration. We are committed to helping clients protect their legacies and prosper across generations.
#J-18808-Ljbffr