Thefreelancefirm
Hybrid/Flex-Schedule, Full-time Florida Estate Planning Attorney Opportunity
Thefreelancefirm, Coral Gables, Florida, United States
Coral Gables, United States | Posted on 06/12/2025
Overview 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. We are now interviewing for a full-time Estate Planning Attorney with experience in sophisticated trusts and estate-planning matters for a dynamic Coral Gables Firm. A flexible, hybrid work schedule is open for discussion.
Qualifications
Licensed in good standing to practice law in the State of Florida
Minimum of 3 years’ experience in relevant practice areas
Experience with sophisticated Trusts and Estate Planning matters
Analyze sophisticated trust and estate planning matters to develop effective solutions for clients
Draft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity 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 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, managing financial statements, income, disbursements, and delivering 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, charitable lead annuity trusts, 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 extensions where necessary
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
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
Produce trust/fiduciary accountings for Attorney-Trustees including management of incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries
Attorney Compensation: To$140,000 base plus quarterly bonuses & origination per year, negotiable.
Benefits
Medical (paid 100% of Health Insurance – Blue Cross Blue Shield PPO)
401(k) contributions (we contribute even if you don't)
Retirement Plan
Profit-Sharing
We welcome you to join our established network of legal professionals! Please submit your resume and we will contact you for an online meeting. Resume submissions will be kept in strict confidence.
#J-18808-Ljbffr
Overview 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. We are now interviewing for a full-time Estate Planning Attorney with experience in sophisticated trusts and estate-planning matters for a dynamic Coral Gables Firm. A flexible, hybrid work schedule is open for discussion.
Qualifications
Licensed in good standing to practice law in the State of Florida
Minimum of 3 years’ experience in relevant practice areas
Experience with sophisticated Trusts and Estate Planning matters
Analyze sophisticated trust and estate planning matters to develop effective solutions for clients
Draft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity 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 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, managing financial statements, income, disbursements, and delivering 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, charitable lead annuity trusts, 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 extensions where necessary
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
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
Produce trust/fiduciary accountings for Attorney-Trustees including management of incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries
Attorney Compensation: To$140,000 base plus quarterly bonuses & origination per year, negotiable.
Benefits
Medical (paid 100% of Health Insurance – Blue Cross Blue Shield PPO)
401(k) contributions (we contribute even if you don't)
Retirement Plan
Profit-Sharing
We welcome you to join our established network of legal professionals! Please submit your resume and we will contact you for an online meeting. Resume submissions will be kept in strict confidence.
#J-18808-Ljbffr